Barker Wealth Consultancy Ltd - an Associate Partner Practice of St James's Place Wealth Management - Manchester

Barker Wealth Consultancy Ltd: A Trusted Financial Planning Partner

For individuals and families seeking comprehensive financial planning guidance, Barker Wealth Consultancy Ltd presents a dedicated and approachable service. Located at 74 Factory St W, Atherton, Manchester M46 0EF, United Kingdom, this firm operates as an Associate Partner Practice of St James’s Place Wealth Management, benefiting from the established reputation and robust infrastructure of a leading UK wealth management organization. They are committed to providing personalized solutions tailored to meet the unique needs of each client. The firm’s primary focus revolves around delivering expert financial planning services, encompassing retirement planning, investment management, inheritance tax planning, and broader wealth management strategies.

About Barker Wealth Consultancy Ltd

Barker Wealth Consultancy Ltd distinguishes itself through a client-centric approach, prioritizing understanding each client’s circumstances, goals, and risk tolerance. As an Associate Partner Practice, they leverage the resources and regulatory oversight of St James’s Place, ensuring a secure and compliant environment for client investments. The team at Barker Wealth prioritizes building long-term relationships based on trust and transparency. They operate with a deep understanding of the complexities of the financial landscape and are dedicated to helping clients navigate these complexities with confidence.

Key Features and Services

• Personalized Financial Planning: The core of their service involves creating bespoke financial plans designed to achieve specific client objectives.
• Investment Management: They offer investment management services, carefully selecting and managing portfolios aligned with client risk profiles and investment goals.
• Retirement Planning: A crucial aspect of their service is assisting clients in planning for a comfortable retirement, including assessing income needs, pension options, and drawdown strategies.
• Inheritance Tax Planning: They provide guidance on minimizing inheritance tax liabilities, ensuring assets are passed on efficiently and effectively.
• Online Appointments: Recognizing the demands of modern life, Barker Wealth offers convenient online appointments, providing flexibility and accessibility for clients.
• On-Site Services: For clients who prefer face-to-face consultations, Barker Wealth offers comprehensive on-site services at their Atherton location.

Accessibility and Inclusivity

Barker Wealth Consultancy Ltd is dedicated to ensuring accessibility for all clients. The premises are equipped with several important accessibility features, including:

• Wheelchair-Accessible Car Park: A dedicated car park space is available for wheelchair users.
• Wheelchair-Accessible Entrance: The entrance to the building is designed to be easily navigable for wheelchair users.
• Wheelchair-Accessible Toilet: A fully accessible toilet is provided on-site.
• LGBTQ+ Friendly & Transgender Safe Space: Barker Wealth is committed to fostering an inclusive environment and is LGBTQ+ friendly and operates as a transgender safe space.

Client Feedback and Reputation

Currently, Barker Wealth Consultancy Ltd has 0 reviews on Google My Business, indicating a relatively new or emerging presence in the online review landscape. The average opinion is 0/5, reflecting the lack of publicly available feedback at this time. However, their association with St James’s Place provides a strong foundation of trust and credibility. It is recommended that prospective clients seek independent verification of the firm’s performance and client testimonials through St James’s Place’s resources.

Contact Information

To learn more about Barker Wealth Consultancy Ltd and schedule an appointment, please contact them:

Phone: 1942311345

Website: barkerwealth.co.uk

Address: 74 Factory St W, Atherton, Manchester M46 0EF, United Kingdom

Appointment Required: Yes. Appointments are recommended for a thorough assessment of your financial needs.

Additional Notes: Clients are encouraged to inquire about the firm’s fees and investment strategies before engaging their services. Due to the nature of financial advice, it is advisable to conduct thorough due diligence and seek independent professional advice where needed.