In an ever changing world, navigating your way around today’s complex financial services can be a daunting and time consuming task. You may require advice on a particular aspect of your financial planning or wish to implement a long term financial plan to achieve your goals.
Whether building a financial plan with you from the start or reviewing your existing arrangements, we can offer impartial advice and a friendly personal approach to financial planning. We take time to understand your circumstances and objectives and guide you through the process to define your goals.
With over 25 years’ experience in Financial Services we develop long term relationships with our clients, providing ongoing support and advice to help you take control of your financial future, in the most effective way possible.
In this period of unprecedented global economic uncertainty, financial decision making is like walking through a minefield. Drawing on their many years of accumulated expertise, Barker Owen have enabled me to chart my way through the complexities to make informed choices. I have found the company extremely professional in all respects
Joanne helped us enormously and guided us through the new pension regulations advising us on the best, most tax efficient way to structure our pension benefits. She explains everything clearly and patiently and is always ready to answer questions. She is very professional, but most of all we have been struck by the time she is willing to take to make sure we understand the options and are happy with our decisions.
Joanne Owen provides a unique service of personal and professional excellence with an ethical attention to detail whilst at the same time building strong relationships of trust and confidence in all aspects of her financial advice.