Barafundle Wealth Management

Barafundle Wealth Management was set up in 2021 by Rory Bennett. We provide broad based advice, mainly to directors, professionals, entrepreneurs and retired clients helping them with practical solutions to the financial issues that concern them most. We help them achieve their financial and lifestyle goals and hopefully empower them with their finances and give them peace of mind. Our advice covers a wide range of services whether you are looking to build, grow, protect or preserve your wealth, including: Investment planning, Inheritance Tax planning, Pensions and Retirement planning, Protection, Corporate services, Mortgages. Our emphasis is on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. The firm is supported by St. James's Place Wealth Management. Your home may be repossessed if you do not keep up repayments on your mortgage. The value of your investment can go down as well as up. You could get back less than you invested. Barafundle Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). SJP Approved 17/03/2025