Armitstead Barnett Financial Services
The Company was set up in mid-2002 to meet the exacting demands of Armitstead Barnett clients. Specifically those who wished to continue their relationship with a trusted supplier, and with a firm that would look after their Financial Planning affairs in the same professional manner as Armitstead Barnett itself.
Mr Dan Rear ACIB, the Managing Director of the Company has a great deal of knowledge. He has decided to focus specifically on the Investment and Pension markets.
In particular he places great emphasis on researching specific Funds, and on ensuring that Client moneys are only placed into those run by successful and highly-rated Management Groups. Dan is assisted by the experienced Mrs Caroline Lawson. The Company has good working relationships with Solicitors and Accountants, and regularly works with such Firms to assist Client Financial Planning.
As fully Independent Financial Advisers, we advise on products from the whole of the market, unlike competitors who often only recommend those from certain providers.
These features apply as much to Clients with existing plans, as it does to brand new Clients. We are mindful of the need to ensure our Clients are invested with the right Company, and in the right Funds, be it with ISA, PEP, Bond, or Pension vehicles.
We work on either a Fee or Commission basis, at the Clients discretion, and are happy to meet at the Armitstead Barnett offices, or elsewhere as required.
For a confidential, no obligation discussion please fill in the contact form
Or e-mail on Armitstead Barnett Financial Services
Mr Dan Rear ACIB, the Managing Director of the Company has a great deal of knowledge. He has decided to focus specifically on the Investment and Pension markets.
In particular he places great emphasis on researching specific Funds, and on ensuring that Client moneys are only placed into those run by successful and highly-rated Management Groups. Dan is assisted by the experienced Mrs Caroline Lawson. The Company has good working relationships with Solicitors and Accountants, and regularly works with such Firms to assist Client Financial Planning.
As fully Independent Financial Advisers, we advise on products from the whole of the market, unlike competitors who often only recommend those from certain providers.
These features apply as much to Clients with existing plans, as it does to brand new Clients. We are mindful of the need to ensure our Clients are invested with the right Company, and in the right Funds, be it with ISA, PEP, Bond, or Pension vehicles.
We work on either a Fee or Commission basis, at the Clients discretion, and are happy to meet at the Armitstead Barnett offices, or elsewhere as required.
For a confidential, no obligation discussion please fill in the contact form
Or e-mail on Armitstead Barnett Financial Services
