Home arrow Who are our clients
Who do we advise?

People like you. People of all ages and all walks of life.

People who want to make the most of what they have.

Here are some examples.

  • MD of International Telecoms Co with company pension, bonuses, a mortgage, children in private education and no time to organize his own finances.
  • Film Editor, no children and determined to pay off the mortgage early.
  • Freelance advertising sales executive with savings in ISA's and pensions.
  • Parents with their first child making sure life is secure if anything happens.
  • IT consultant with Ltd company looking to be tax efficient with pensions.
  • Couple retiring after 40 years work now accessing pension savings. Financial Director of Finance company.
  • Freelance photographer.
  • Sales executive with a second property securing her future.
  • Private practice Physiotherapist and Surveyor husband selling up and relocating.

No two people are the same.  Barnard Lee will look at your specific needs. 

One size definitely does not fit all!

 

 

 
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