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.

3.3m sole traders to have ‘no pension by 2028’

3.3m sole traders to have ‘no pension by 2028’

More than three million self-employed people could be left without a pension in the next 10 years, according to a recent report. The warning came from the Association of Independent Professionals and the Self-Employed (IPSE). It made the claim based on the growth of...

read more

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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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