Nick Barnes Email & Phone Number

As a Chartered Financial Planner and one of the first Fellows of the Personal Finance Society since 1999 (PFS July 1999) I specialise in helping my clients in the areas of Investment, Retirement and Inheritance Tax Planning.Our website will give you a good introduction to the St. James's Place distinctive approach to Investment Management. We are happy to review with clients their Retirement Strategy including evaluating their existing plans and provisions. I also specialise in advising on Estate Planning and Inheritance Tax mitigation. This begins with an appraisal of the amount of tax an estate might currently potentially incur. There are some very simple steps that can be taken to reduce the bill for most people often without delay!The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.Barnes Wealth Management is a trading name of Nick Barnes Wealth Management Ltd.The Senior Partner Practice 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).The 'St. James's Place Partnership' and the titles 'Senior Partner' and 'Senior Partner Practice' are marketing terms used to describe St. James's Place representativesSJP Approved XX/XX/XXXX

Listed skills include Retirement Planning And Reviewing Pensions, Onshore And Offshore Investment Planning, Inheritance Tax Planning, Pensions, and 27 others.