About us

Barron prides himself on being a Retirement Solutions specialist with a principle aim of providing financial security and ensuring funds are managed effectively to help enable a richly deserved and fulfilled retirement.

Barron adopts a holistic approach to all areas of financial planning. He passionately believes that expert advice can only be provided when a full and comprehensive understanding of a client’s personal and financial details has been established. Once this has been confirmed, only then can a client’s financial objectives and aspirations be put into context and a suitable advice solution provided. This detailed approach is the foundation on which long term relationships are built.

Trust can’t be established overnight and therefore it is paramount that every client receives regular contact and reviews on their policies and investments, so that they are kept fully informed of fund performance and any changes to legislation that affects their holdings.

Barron holds the Chartered Institute of Insurance (CII) Diploma in Financial Planning. Furthermore, he has achieved the highest CII Qualification available in both Pension Planning and Taxation and Trusts*.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select, and the value can therefore go down as well as up. You may get back less than you invested.

*Trusts are not regulated by the Financial Conduct Authority.