Whilst in the past our new clients have been recommended by our existing customers, recent changes in regulation, mean that more people are looking for independent financial advice.
We recognise that finding the right adviser for you requires more consideration than many other services you may need in your life so we offer an initial meeting by appointment, free of charge, and without obligation to proceed by either party.
This is an opportunity to discuss your requirements. You may already have a specific need you would like us to help you with, or you may just want a general review.During the meeting we will provide you with more information about how we work. We will encourage you to ask questions about anything you do not understand.
If agreed, further information and research will follow this initial meeting in order that formal advice can be provided. The level of advice and service after that will depend on you and what you need.
- Barnard Lee Associates look to provide an individual service driven by the needs of each client and we encourage client contact at all levels.
Our aim is to provide long term and on-going advice, building relationships with our clients and on hand with insight on money matters through all of life's stages.
‘making the complex simple’
- Barnard Lee Associates use state of the art technology and analysis tools, to provide reliable research for advice and recommendations.
For independent advice please Get in touch with us