Alexander J Barnes

Alexander J Barnes Email and Phone Number

Managing Director @ Hale, GB
Hale, GB
Alexander J Barnes's Location
Hale, England, United Kingdom, United Kingdom
Alexander J Barnes's Contact Details

Alexander J Barnes work email

Alexander J Barnes personal email

n/a
About Alexander J Barnes

I have been working in the financial services industry for the past 15 years. I am extremely passionate about what I do and have always been committed to helping people achieve their financial goals.Over the years, I have built a reputation for being trustworthy, honest, and reliable. I have a deep understanding of the financial services industry and am constantly seeking out new ways to improve my knowledge and expertise. I believe that a common-sense approach is key to providing the best possible service to my clients.One thing that sets me apart from others in my field is my commitment to using cutting-edge technology through a common sense vector and approach. I believe that by leveraging the latest advancements in the financial industry, I can provide my clients with the most effective and efficient solutions to their financial needs.My company, AJ Barnes Financial Planning, was founded on the belief that everyone should have the opportunity to see their dreams become a reality. We are dedicated to helping our clients build a plan that will allow them to achieve their financial goals, no matter how big or small they may be.I am extremely proud of the work that we do and am always looking for new opportunities to help people reach their financial goals. Thank you for taking the time to visit my profile, and please don't hesitate to reach out if you have any questions or would like to learn more about how I can help you achieve your financial dreams.Our privileged position of being a Partner Practice of St. James's Place Wealth Management, means we have access to an excellent wealth management proposition. To discuss further please feel free to contact me via LinkedIn, call me directly on 07792598040, or visit my website at www.ajbarnesfinancial.co.ukAJ Barnes Financial Planning Ltd 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) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.SJP Approved 21/06/2024

Alexander J Barnes's Current Company Details
A J Barnes Financial Planning - Partner Practice of St. James’s Place Wealth Man

A J Barnes Financial Planning - Partner Practice Of St. James’S Place Wealth Man

Managing Director
Hale, GB
Alexander J Barnes Work Experience Details
  • A J Barnes Financial Planning - Partner Practice Of St. James’S Place Wealth Man
    Managing Director
    A J Barnes Financial Planning - Partner Practice Of St. James’S Place Wealth Man
    Hale, Gb
  • A J Barnes Financial Planning - Partner Practice Of St. James’S Place Wealth Management
    Managing Director
    A J Barnes Financial Planning - Partner Practice Of St. James’S Place Wealth Management Jul 2018 - Present
    Warrington, United Kingdom
    07792598040Based in the North West, I have been providing holistic financial advice, primarily to Teachers and business owners across Liverpool, Cheshire, Lancashire and Manchester for the past 15 years +. Having previously been employed at Wesleyan I accepted an invitation to join St. James's Place Wealth Management in July 2018 and set up A J Barnes Financial Planning Ltd.My aim is to be the adviser of choice across the North West. I believe in lasting relationships with my clients, providing them with a secure financial foundation which can adapt as their circumstances change leading to the ultimate aim of a prosperous and enjoyable life & retirement. I am vastly experienced in providing advice and guidance for my clients and it is here where I specialise. My services include:Individual meetings for financial advice in the comfort of your own home, or at work if preferred. School and local seminars on a range of financial topics, including the Teachers Pension Scheme and/or Local Government Pension scheme.Legal seminars covering topics such as how to effectively plan for tax, save for retirement and protect clients and business interests. Advice is available on a broad range of financial topics including savings & investment planning, pension & retirement planning, protection (including life insurance, critical illness and income protection), legacy and inheritance tax planning and residential mortgages. The value of your investment can go down as well as up. You could get back less than you invested.Your home may be repossessed if you do not keep up payments on your mortgage.St. James's Place Wealth Management is one of the UK's leading wealth management organisations. As a company we specialise in delivering quality face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James's Place proposition is further enhanced by its distinctive approach to investment management.
  • Wesleyan For Lawyers/Teachers
    Financial Adviser
    Wesleyan For Lawyers/Teachers Jan 2013 - Jun 2018
    Wesleyan
    Providing personal and professional financial advice dedicated to the legal community in the North West area.Working under an enhanced duty of care for my legal clients has enabled me to grow my business through referrals and I consider all my clients’ opinions of my service to be vital in growing my commercial reputation.
  • Halifax
    Financial Advisor
    Halifax Dec 2008 - Dec 2012
    Providing quality personal financial advice to bank clients
  • Alliance And Leicester
    Mortgage Consultant
    Alliance And Leicester Jun 2005 - Dec 2008
    Providing tailored mortgage quotes to bank clients along with focus around client protection portfolios

Alexander J Barnes Skills

Finance Financial Services Savings Financial Advisory Mortgage Lending Portfolio Management Wealth Investments Pensions Retirement Planning Wealth Management Corporate Law Retirement Investment Advisory Investment Strategies Residential Mortgages Loans Income Protection Inheritance Tax Planning Personal Tax Planning Insurance Personal Financial Planning Commercial Loans For Lawyers

Alexander J Barnes Education Details

  • Queen Elizabeth'S Grammar School
    Queen Elizabeth'S Grammar School
    Gcse Qualifications
  • Runshaw College
    Runshaw College
    Information Technology
  • University Of Central Lancashire
    University Of Central Lancashire
    Information Technology

Frequently Asked Questions about Alexander J Barnes

What company does Alexander J Barnes work for?

Alexander J Barnes works for A J Barnes Financial Planning - Partner Practice Of St. James’s Place Wealth Man

What is Alexander J Barnes's role at the current company?

Alexander J Barnes's current role is Managing Director.

What is Alexander J Barnes's email address?

Alexander J Barnes's email address is al****@****p.co.uk

What schools did Alexander J Barnes attend?

Alexander J Barnes attended Queen Elizabeth's Grammar School, Runshaw College, University Of Central Lancashire.

What are some of Alexander J Barnes's interests?

Alexander J Barnes has interest in Economic Empowerment, Rugby, Sport, Education, Environment, Fitness, Music, Human Rights, Animal Welfare.

What skills is Alexander J Barnes known for?

Alexander J Barnes has skills like Finance, Financial Services, Savings, Financial Advisory, Mortgage Lending, Portfolio Management, Wealth, Investments, Pensions, Retirement Planning, Wealth Management, Corporate Law.

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