Barker Wealth Consultancy Ltd - an Associate Partner Practice of St James's Place Wealth Management - Manchester

Okay, here’s a detailed overview of Barker Wealth Consultancy Ltd, presented in a formal and approachable style, suitable for someone seeking financial advice:

Barker Wealth Consultancy Ltd: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, Barker Wealth Consultancy Ltd presents a compelling option. As an Associate Partner Practice of St James’s Place Wealth Management, they benefit from a robust and well-established framework, while maintaining a personalized approach to client needs. The firm is dedicated to helping clients achieve their long-term financial goals.

Location and Contact Information:

Barker Wealth Consultancy Ltd is strategically located at 74 Factory St W, Atherton, Manchester M46 0EF, United Kingdom. Individuals can readily reach them via telephone at 1942311345. Their website, barkerwealth.co.uk, offers a wealth of information and resources.

Key Features and Services:

Specialization: Barker Wealth Consultancy Ltd focuses primarily on financial planning, encompassing a wide range of services including retirement planning, investment management, inheritance tax planning, and estate planning.
St James's Place Partnership: Being an Associate Partner Practice of St James’s Place Wealth Management provides access to a broader range of investment solutions and resources, reinforcing their commitment to prudent and diversified investment strategies.
Client-Centric Approach: They pride themselves on building strong, trusting relationships with their clients, taking the time to understand their individual circumstances and aspirations.
Accessibility: The firm is committed to inclusivity and provides several accommodations for clients:
Wheelchair-accessible car park
Wheelchair-accessible entrance
Wheelchair-accessible toilet
Restroom
* Convenient Appointments: Barker Wealth Consultancy Ltd offers both online appointments and on-site services, catering to client preferences and schedules.

Additional Points of Interest:

| Feature | Description |
|------------------|-------------------------------------------|
| Appointment Required | Yes – Appointments are necessary for service |
| Appointment Recommended | Highly encouraged for a thorough consultation |
| Inclusive Environment | LGBTQ+ friendly and a Transgender safe space |

Current Feedback:

Currently, Barker Wealth Consultancy Ltd has 0 reviews on Google My Business, resulting in an average opinion of 0/5. This highlights an opportunity for the firm to actively gather and showcase client testimonials as they grow.

Recommendation:

Given their association with St James’s Place, their focus on comprehensive financial planning, and their commitment to accessibility, Barker Wealth Consultancy Ltd appears to be a solid choice for those seeking professional financial guidance. While currently lacking in public reviews, the firm’s dedication to client service and inclusivity suggests a positive experience for those who engage with them. We strongly encourage potential clients to visit their website at barkerwealth.co.uk to schedule an initial consultation and discuss their individual needs. Don't hesitate to contact them directly via phone at 1942311345 to explore how they can help you achieve your financial aspirations.