Following a successful career working with clients from Lloyds Banking Group Private Banking division, Barrett Wealth was formed in 2012 and moved to Pangbourne in 2015. The team have grown during this time to enable us to provide a high level of service that clients can call on at any time they need us. We offer financial advice with long term planning at the heart of it. We utilise technology that harnesses clients objectives and helps them understand the financial path they are on. Our advice helps them to maximise their assets ensuring tax wrappers are utilised coupled with long term growth outcomes.

We work with individuals, families, directors and business owners who are looking to grow their assets for future use at various points when they and their families may need it. Regular contact is maintained so that financial plans can be altered to account for changes in circumstances or objectives. As a client, we stress test your plan with cash flow modeling to help ensure that you are consistently aware of your progress so that you can make financial decisions with confidence.

At Barrett Wealth, we are also keen to make a postive impact in or local area with various sponsorships including the local Tennis and Bowls club.