A financial solution built around you and your family’s needs
We take the approach that your financial needs, assets and aspirations are completely unique to you. As such, we will suggest a totally bespoke financial solution tailor-made just for you.
With over 40 years of experience in the financial services industry, Kim is an Independent Financial Advisor and Chartered Fellow of the PFS (Personal Finance Society). He is also a Member of the CISI (Chartered Institute for Securities and Investments).
Kim has successfully run Barretts Financial Solutions (previously K.S. Barrett and Associates) since its founding in 1988.
Our considerable experience and expertise in the financial planning and wealth management sector, allows us to offer you a wide range of personal financial planning services
Checked on
19.04.2024
An investment strategy tailor-made just for you. To develop an effective investment strategy, we will always start by establishing a very thorough understanding of your investment goals and needs as well as your relationship with your money and finances.
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19.04.2024
Failing to plan properly for your retirement can lead to constant financial worry and stress for you and your loved ones during the later stages in life. But taking a little time now to plan for your financial future can ensure you are financially secure, free from money worries, and in a position to really make the most of your well-deserved retirement. Although we can’t guarantee to perform miracles with your current pension arrangements, we can certainly offer you the benefit of our profess...
Checked on
19.04.2024
Checked on
03.04.2025
Chartered Financial Planner
Checked on
03.04.2025
Chartered Financial Planner
Checked on
03.04.2025
Reference number - KSB00001
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