Barrett Wealth

Martin Barrett

DipPFS
My experience has been built over the years by offering advice to two types of client Personal and Corporate.

About

I have worked within the Financial Services sector since 2000 and I have a wealth of experience in dealing with Personal and Corporate clients needs.

The most important time spent is ensuring that I fully understand your financial priorities and objectives. There will be no constraints on my time during this period ensuring my recommendations are tailored to your circumstances.

All of my recommendations will be made in accordance with your tax situation, personal circumstances and attitude to risk.

I firmly believe in my clients understanding the commitment they are making towards achieving their short and long term financial goals.

It is imperative that an ongoing relationship built on trust and understanding is established through ongoing financial reviews. This is built over time with a commitment of meeting at least annually.

I will ensure that the service you receive is of the highest calibre from the moment you choose to work with me and St. James's Place.

Promotions

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Corporate Services
SJP’s comprehensive range of Corporate Services helps entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 08/10/2022

The 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) 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 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.

Barrett Wealth is a trading name of Barrett Wealth LLP. Barrett Wealth LLP is a Limited Liability Partnership registered in England and Wales, Number OC440917. Registered Office: 19 Reading Road, Pangbourne, Reading, Berkshire, RG8 7LR.