We are a firm of Independent Financial Advisers based in Hertfordshire. Our team of four financial advisers has over 100 years of collective experience in financial services. They are supported by our dedicated in-house administration team. The wealth of experience, knowledge and qualifications of our advisers and support staff ensures we can provide professional and impartial advice to all our clients.
Our philosophy has always been that every client is different and therefore we provide bespoke, independent financial advice based on each client's individual needs and circumstances. We recognise the importance of taking the time to fully understand our clients' situation and will always strive to give practical, logical and, most importantly, understandable advice.
Our philosophy has always been that every client is different and therefore we provide bespoke, independent financial advice based on each client's individual needs and circumstances. We recognise the importance of taking the time to fully understand our clients' situation and will always strive to give practical, logical and, most importantly, understandable advice.
Services
Since financial investment is a matter of trust, our principle is to work in partnership with our clients. Paul co-owns the business with Frank Levins and specialises in Pension and Investment planning as well as advising charities and private sector companies on their Employee Benefits Schemes. He worked for Scottish Widows for 14 years and became an Independent Financial Adviser 24 years' ago.
We start by reviewing your existing assets and liabilities and discussing your short and longer term objectives. Step by step we can build a working relationship to help you accomplish your goals. We can guide you through the different options available, making sure your money is invested in areas we believe will offer the greatest growth potential.
Our client base has been generated through existing clients' referrals and also recommendations from professional connections such as Accountants, Solicitors and Insurance Brokers based on our reputation. We understand that our clients continue to seek our advice because the customer service that we offer and maintain is first class.
Barbican IFA Ltd is authorised and regulated by the Financial Conduct Authority (FCA) under reference number 154950. The Financial Conduct Authority does not regulate Tax advice, Trusts or Estate Planning. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves.
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