Financial Planning and Wealth Management
Through our networks we are able to defer expert financial advice to people who want to preserve and grow their wealth responsibly for this generation and the next
Giving you long term secruity
Long-term planning of your finances involves careful assessment and thought.Long-term planning of your finances involves careful assessment and thought.
With proven methods and decades of experience, we have access to the expertise to help you manage your money for years to come, giving you peace of mind and security.
Our links to specialist, independent and fully qualified individuals, highly skilled in all areas of investment and long-term wealth management, including:
- Retirement planning
- Estate planning
- Inheritance planning
- Investments
- Lifetime cash flow and financial planning
- Wealth protection and life insurance
- Corporate pensions
- Key man and shareholder protections
Here at NR Barton, our links to market leading advisors mean we can work together to give you a unified and complete service. Together with leading financial planners our experts work together in areas such as trusts and tax planning, so the advice we give you is informed by their expertise too.
Meet our service specialists
Our insights
Read the latest insights from our team of industry leading experts.
Spring Budget 2021 – Budget Brochure
It’s hard to believe Rishi Sunak has only been in office for a little over a year given what the Chancellor has had on his plate over the last 12 months. At lunchtime on 3rd March 2021 he delivered his second budget announcement, the first following the Coronavirus...
COVID-19: Chancellor announces ‘Winter Measures’ support package
Rishi Sunak has today announced his 'Winter Measures' support package to help businesses, employees and individuals through the ongoing troubles of the global COVID-19 pandemic. The Chancellor announced a package of measures that includes a new Jobs Support Scheme,...
Coronavirus (COVID-19) Business Interruption Loan Scheme Guidance
Further to our Government Support guide the British Business Bank have now issued their guidance as to eligibility criteria for businesses wishing to access the Coronavirus Business Interruption Loan Scheme (CBILS) as follows: The British Business Bank qualifying...
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Allied have been clients of NR Barton for 12 years and during this period, Neil and the team have provided us with quality advice and always reacted extremely promptly to any requests from ourselves.
– Alisdair Lindley, Allied Financial Services
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