Barton Associates Financial Planning understands that everyone's financial journey is unique. The Practice believes in taking the time to truly get to know clients, because no two situations are the same. Life is full of complexities, and the Practice is here to provide meaningful, tailored financial plans that align with your individual needs and goals.

Barton Associates pride itself on building strong relationships via face-to-face meetings, putting your interests at the heart of everything. The Practice's commitment is to provide value through bespoke advice that helps you navigate the financial world with confidence.

Barton Associates is here to help you answer some of life's important questions:

• 'How much money do I need to retire?'
• 'Am I investing enough for my future?'
• 'How do I save for my children's education?'
• 'Where should I invest my money?'

Whether you're planning for retirement, investing for the future, building or exiting your business, or seeking to protect your family's financial well-being, the Practice is here to guide you every step of the way.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.  You may get back less than you invested.