Barwells Wealth - Lewes

Address: 1 Station Farm Barns, Station Rd, Glynde, Lewes BN8 6EU.
Phone: 01273086311.
Website: barwells-wealth.co.uk
Specialties: Financial planner, Investment service, Tax Advisor, Tax preparation, Tax preparation service.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, LGBTQ+ friendly, Appointment required.
Opinions: This company has 2 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of Barwells Wealth

Barwells Wealth 1 Station Farm Barns, Station Rd, Glynde, Lewes BN8 6EU

⏰ Open Hours of Barwells Wealth

  • Monday: 9 am–5 pm
  • Tuesday: 9 am–5 pm
  • Wednesday: 9 am–5 pm
  • Thursday: 9 am–5 pm
  • Friday: 9 am–5 pm
  • Saturday: Closed
  • Sunday: Closed

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Barwells Wealth: A Comprehensive Overview

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Barwells Wealth is a distinguished financial advisory firm dedicated to providing comprehensive wealth management solutions to individuals and families. Located at Address: 1 Station Farm Barns, Station Rd, Glynde, Lewes BN8 6EU, the firm operates with a commitment to personalized service and expert guidance. Their telephone number is Phone: 01273086311, and their website, barwells-wealth.co.uk, offers a wealth of information and resources for prospective clients.

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Specializations and Services

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Barwells Wealth specializes in a broad spectrum of financial services, catering to diverse client needs. Key areas of expertise include:

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  • Financial Planning: They offer tailored financial plans designed to achieve long-term financial goals, encompassing retirement planning, investment strategies, and estate planning.
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  • Investment Services: Barwells Wealth provides investment advice and management, utilizing a range of investment vehicles to align with individual risk tolerances and financial objectives.
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  • Tax Advisory: Their team of tax advisors offers expert guidance on tax planning and compliance, ensuring clients minimize their tax liabilities and maximize their financial efficiency.
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  • Tax Preparation: Comprehensive tax preparation services are provided, ensuring accurate and timely filing of all necessary tax returns.
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The firm’s approach is built upon a deep understanding of the financial landscape and a dedication to providing proactive, informed advice. They prioritize building strong, trusting relationships with their clients, fostering an environment of open communication and collaboration.

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Location and Accessibility

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Barwells Wealth’s physical location at Address: 1 Station Farm Barns, Station Rd, Glynde, Lewes BN8 6EU provides clients with a convenient and professional setting for consultations. The office is equipped with several amenities to ensure a comfortable and productive experience. Notably, the facility boasts a Wheelchair-accessible car park, a Wheelchair-accessible entrance, and a Wheelchair-accessible toilet, demonstrating a commitment to inclusivity and accessibility. Furthermore, the office provides Online appointments for clients who prefer the convenience of virtual consultations, alongside On-site services for those who benefit from face-to-face interaction. Toilet facilities are also readily available.

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Client Feedback and Reputation

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Client feedback consistently highlights Barwells Wealth's commitment to excellence. The company currently maintains Opinions: This company has 2 reviews on Google My Business, with an Average opinion: 5/5, showcasing overwhelmingly positive experiences. Clients frequently praise the firm’s ability to simplify complex financial matters and provide clear, understandable advice. One client remarked, “Excellent. I did not possess the knowledge, skills or patience to take on this vitally important activity unaided. Lee has been brilliant in explaining my options and helping me to reach a decision concerning my pension and investments. His annual reviews and interim consultations have helped me to appreciate the volatility of the market to realign my savings and investments.” Another client stated, “First class advice and service, I have been a client of the firm since 2017, and have no hesitation in recommending them as regards financial advice, pensions, investments, etc.” These comments underscore the firm’s dedication to client satisfaction and its reputation for providing trustworthy and effective financial guidance. The firm cultivates a client base that values proactive and insightful service, contributing to its sustained success and positive standing within the financial community. Their responsiveness and attention to detail are frequently noted, suggesting a high level of client care.

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Additional Points of Interest

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Barwells Wealth is LGBTQ+ friendly, reflecting a commitment to inclusivity and equal treatment for all clients. Appointments are generally required to ensure adequate time for personalized consultations and detailed financial planning. The firm’s professional and experienced team is dedicated to providing tailored solutions that meet each client’s unique circumstances and goals. Their services extend beyond simply managing investments; they encompass a holistic approach to wealth management, incorporating tax planning, retirement strategies, and estate planning considerations. They strive to empower clients with the knowledge and confidence to make informed financial decisions throughout their lives.

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"summary": "Barwells Wealth is a reputable financial advisory firm providing personalized financial planning, investment services, and tax advice, consistently receiving excellent client feedback and prioritizing accessibility and inclusivity.",
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👍 Reviews of Barwells Wealth

Barwells Wealth - Lewes
Jill W.
5/5

Excellent.
I did not possess the knowledge, skills or patience to take on this vitally important activity unaided. Lee has been brilliant in explaining my options and helping me to reach a decision concerning my pension and investments. His annual reviews and interim consultations have helped me to appreciate the volatility of the market to realign my savings and investments

Barwells Wealth - Lewes
Mark D.
5/5

First class advice and service, I have been a client of the firm since 2017, and have no hesitation in recommending them as regards financial advice, pensions, investments, etc

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