We are a Coventry based financial planning practice passionate about the services we provide and proud of the relationships we build with our clients. We believe people need financial planning support to enable them to live the life they choose.
Our clients know they don’t live in a “one size fits all”, homogenised, commoditised world. Our clients are not just diverse, they are unique with unique needs. So we offer diverse services that start from the same point. Who and what is important to you and what are your aspirations?
We probably don’t suit everyone. But, clients we work with often say they came to us when they:
- Felt frustrated, as they were not turning income into investment fast enough and future dreams were in doubt.
- Wanted to be financially secure, whatever life might throw at them.
- Were concerned that the plans they made in the past may no longer be suitable.
They stay with us because they value the security of financial plans that enable them – and those they care about – to live the life they choose.
The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.
Barnetson & Co is a trading style of Barnetson & Co Ltd which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited , which are authorised and regulated by the Financial Conduct Authority. Auto enrolment is not regulated by the FCA.
Barnetson & Co Ltd is registered in England, Number 8778745.