Philip Barnes

Philip Barnes Email and Phone Number

I've been tempted back into the industry! @
Philip Barnes's Location
Carnforth, England, United Kingdom, United Kingdom
Philip Barnes's Contact Details

Philip Barnes work email

Philip Barnes personal email

n/a
About Philip Barnes

Recently retired from 'active service' as Chartered Wealth Manager and Certified Financial Planner with Financial Management Bureau, Kendal after nine fantastic years.I believe in holistic financial planning enabling everyone to live the life they want to live safe in the knowledge that they are in control of their finances and I want to use my experience and knowledge to help others.I am actively delivering a series of financial education packages to secondary schools under the Personal Finance Society's 'My Personal Finance Skills' programme.

Philip Barnes's Current Company Details
Lighthouse Financial Planning Ltd,

Lighthouse Financial Planning Ltd,

I've been tempted back into the industry!
Philip Barnes Work Experience Details
  • Lighthouse Financial Planning Ltd,
    Paraplanner
    Lighthouse Financial Planning Ltd, May 2022 - Present
    Low Wood, Haverthwaite, Ulverston
  • Independent
    Taking A Well-Earned Break From Front Line Financial Services.
    Independent May 2020 - Present
    Carnforth, Lancashire
    As holder of the Diploma in Financial Planning (Dip PFS) and being a Chartered Wealth Manager (CISI) I am looking to utilise my skills and experience for the benefit of others.
  • Financial Management Bureau
    Certified Financial Planner Chartered Mcsi, Cfp, Dip. Pfs
    Financial Management Bureau Feb 2011 - May 2020
    Shenstone House, Helsington, Kendal La8 8Aa
    Financial Planning Investments Pensions Inheritance Tax Personal Protection. Financial Planner for firm of Independant Financial Advisers based in Kendal. Providing full range of personal financial planning services in the South Lakes and north Lancashire. Pensions, investments and personal protection are specialities.
  • Countrywide Assured Plc
    Financial Adviser
    Countrywide Assured Plc Jan 2002 - Dec 2010
    Joined Countrywide Assured in 2002 on leaving the police force.My role as a financial adviser involved preparation of personal recommendations in the fields of endowment and mortgage and personal protection.
  • Lancashire Constabulary
    Inspector
    Lancashire Constabulary Jan 1972 - Jan 2002
    During my service with the Constabulary I worked in Stretford, Blackburn, Accrington, Preston and Lancaster.After 30 years I left the force with the rank of Inspector.• In the role of geographic commander for the City of Lancaster I had command of 15 sergeants and 60 constables plus support staff and was responsible for providing day to day policing services. • Preparing and presenting the annual policing plan. • Setting local performance objectives and monitoring… Show more During my service with the Constabulary I worked in Stretford, Blackburn, Accrington, Preston and Lancaster.After 30 years I left the force with the rank of Inspector.• In the role of geographic commander for the City of Lancaster I had command of 15 sergeants and 60 constables plus support staff and was responsible for providing day to day policing services. • Preparing and presenting the annual policing plan. • Setting local performance objectives and monitoring progress towards achievement. • Ensuring quality assurance of the services provided by the Constabulary through in-house audits of policy and procedure. • Providing management support and reporting to the Divisional Commander.• Involvement in a mentoring scheme for police officers and also a scheme for disadvantaged young people.• Playing a leading role in bringing the leading provider of secure car-parks to the city as part of a crime reduction strategy. Show less

Philip Barnes Skills

Pensions Financial Advisory Income Protection Investments Financial Planning Inheritance Tax Planning Financial Services Retirement Retirement Planning Strategic Financial Planning Wealth Management Finance Critical Illness Investment Advisory Estate Planning Wealth Investment Strategies Wealth Management Services Asset Allocation Protection Investment Management Asset Management Alternative Investments Personal Financial Planning Relationship Management Mutual Funds Long Term Care Mortgage Lending Business Relationship Management Term Life Insurance Pension Funds Mortgage Financial Advice Long Term Care Planning

Philip Barnes Education Details

  • Kirkham Grammar
    Kirkham Grammar

Frequently Asked Questions about Philip Barnes

What company does Philip Barnes work for?

Philip Barnes works for Lighthouse Financial Planning Ltd,

What is Philip Barnes's role at the current company?

Philip Barnes's current role is I've been tempted back into the industry!.

What is Philip Barnes's email address?

Philip Barnes's email address is ps****@****net.com

What schools did Philip Barnes attend?

Philip Barnes attended Kirkham Grammar.

What are some of Philip Barnes's interests?

Philip Barnes has interest in Football, Motorcycles And Walking.

What skills is Philip Barnes known for?

Philip Barnes has skills like Pensions, Financial Advisory, Income Protection, Investments, Financial Planning, Inheritance Tax Planning, Financial Services, Retirement, Retirement Planning, Strategic Financial Planning, Wealth Management, Finance.

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