Barwells Wealth

Barwells Wealth

Financial Services Glynde, United Kingdom 4 employees
Employees
4

Barwells Wealth Overview

Headquarters
Glynde, United Kingdom
Industry
Financial Services
Employees
4
Founded
1998
Funding
,
Company Email
Available in AeroLeads
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Barwells Wealth

We are Barwells Wealth, giving caring, dependable financial planning across the East Sussex area. We support business owners, retirees and those approaching retirement. π‘·π’–π’•π’•π’Šπ’π’ˆ 𝒑𝒆𝒐𝒑𝒍𝒆 π’‡π’Šπ’“π’”π’•, π’‚π’π’˜π’‚π’šπ’” For over 25 years, we’ve been a safe pair of hands, offering straightforward, truthful advice and always keeping your goals in mind. Maybe that’s why so many of our clients have been with us from the very beginning, and plan to continue working with our specialists for many years yet to come. 𝑻𝒉𝒆 𝒗𝒂𝒍𝒖𝒆 𝒐𝒇 π’‡π’Šπ’π’‚π’π’„π’Šπ’‚π’ π’‘π’π’‚π’π’π’Šπ’π’ˆ Financial planning should leave you in a more comfortable monetary position. But, when done right, it’s about so much more than that. βœ… Finding peace of mind βœ… Conquering life's milestones βœ… Taking care of your wealth 𝑨𝒃𝒐𝒖𝒕 π’šπ’π’– Whatever stage of life you’re at, you’ll get support from qualified advisers who are truly invested in your happiness and success. 🀝 Approaching retirement 🀝 Already retired 🀝 Later life 🀝 Business owner 𝑾𝒉𝒂𝒕 𝒐𝒖𝒓 π’„π’π’Šπ’†π’π’•π’” π’”π’‚π’š Your financial issues will always be handled sensitively and efficiently by our team, and we’re proud to have the recommendations to prove it. ⭐ 96.43% would recommend us to their friends, family or colleagues ⭐ 100% of clients were satisfied that we understood their needs, goals, aspirations and objectives ⭐ 92.31% of clients believe that working with us has helped or will help them achieve their financial goals ⭐ 98.21% of clients were satisfied with the speed of response from their planner π‘ͺ𝒐𝒏𝒕𝒂𝒄𝒕 𝒖𝒔 Whatever financial issue you face, our friendly team will give you the guidance and reassurance you need and point you in the right direction. πŸ“1 Station Farm Barns, Station Road, Glynde, Lewes, East Sussex, BN8 6EU πŸ“§ financial@barwells-wealth.co.uk πŸ“ž 01273 086 311

Barwells Wealth Contact Details

People in AeroLeads
3

Barwells Wealth Org Chart

Sample employees and titles
Name Title Contact
Lee Waters - Chief Executive and Financial Planner Chief Executive and Financial Planner - Caring and Dependable Financial Planning for Business Owners and Those Approaching Retirement - Rated 4.9 Out
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Emah Waters Client Services Manager @ Barwells Wealth
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Jon Nisbet, Dippfs Financial Planner at Barwells Wealth
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Employees by Management Level

Individual contributor 3 profiles
Executive 1 profile
Manager 1 profile

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