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.
We will only ever recommend solutions that we feel our clients are comfortable with and which we would be happy to use ourselves. In order to achieve the above, we have a six stage advice process which will enable us to fully understand your current financial position, your objectives and identify your needs.
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.
We will only ever recommend solutions that we feel our clients are comfortable with and which we would be happy to use ourselves. In order to achieve the above, we have a six stage advice process which will enable us to fully understand your current financial position, your objectives and identify your needs.
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.
He is very approachable and able to explain complex issues in plain English.
Paul is a Liverpool FC supporter and a patron of his local rugby club.
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.
He is very approachable and able to explain complex issues in plain English.
Paul is a Liverpool FC supporter and a patron of his local rugby club.
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.
At retirement we aim to ensure that we establish the most appropriate vehicle to provide income for you and also take into consideration your dependants.
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.
At retirement we aim to ensure that we establish the most appropriate vehicle to provide income for you and also take into consideration your dependants.
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.
We aim to have at least one annual review meeting with clients and make sure their investments are still suited to their needs.
We believe communication is a two way thing, which is why we are always available to discuss financial issues over the telephone or via email.
We understand that our clients continue to seek our advice because the customer service that we offer and maintain is first class.
We aim to have at least one annual review meeting with clients and make sure their investments are still suited to their needs.
We believe communication is a two way thing, which is why we are always available to discuss financial issues over the telephone or via email.
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.
Contact us directly using our online form: You voluntarily choose to provide personal details to us via this website.
Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.
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.
Contact us directly using our online form: You voluntarily choose to provide personal details to us via this website.
Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018.
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