Max Barraclough Beng/Com Dippfs Email & Phone Number

I offer bespoke and trusted financial planning and advice to individuals, families and businesses throughout the UK. As a family man I recognise the importance of planning for the future, in order to protect assets, build and preserve capital, and achieve future financial aspirations. My services are highly personalised, face to face, and I focus on building long term relationships. After nearly 20 years of working with high net worth clients, I am well qualified to work closely with individuals and have an in depth understanding of the principles and practices that underpin exceptional customer service. Motivated by the well-being of my own young family, I prioritise personalised care and integrity in every aspect of my practice. I can be trusted to navigate the complexities of financial planning, such as:Planning a tax efficient retirementBuilding and preserving savings and investmentsProtecting assets you already ownBarraclough Financial Planning offers a comprehensive range of financial planning and wealth management solutions. I cater for clients in their golden age with accumulated wealth and younger clients embarking on their savings and investment journey, as well as individuals spanning all demographics in between, with no restrictions on the types of clients I serve.Please get in touch with me for a free no obligation financial review max.barraclough@sjpp.co.uk or 07816 752308 www.barracloughfp.co.uk Outside of work I enjoy competitive sport, vintage car motoring, and running around after my disobedient children.The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. Barraclough Financial Planning 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 24/04/2024