Alex Barton
DipPFS
Alex is a highly-qualified financial planner with a successful career in the City of London and over three years of experience in financial services.
Motivated by the positive impact financial planning has on people’s lives—and the lack of access to quality advice for many—Alex is committed to being part of the solution. He founded Barton Associates to offer accessible, personalised financial planning that helps empower clients to take control of their financial future with confidence.
About
Barton Associates Financial Planning was founded with a clear purpose: to provide individuals, families and businesses with accessible, high-quality financial advice. With a foundation in the City of London, Alex applied his commercial expertise to financial planning with a clear belief: everyone deserves personalised advice, a clear understanding of their financial position, and a roadmap to achieve their goals; regardless of their stage in life.
With over three years of mentorship, learning from the UK's leading Financial Planners, Barton Associates Financial Planning was established to deliver personalised financial advice that reflects the unique goals and values of each client.
The Practice's approach goes beyond standard solutions—Barton Associates Financial Planning takes the time to understand your full financial picture to craft bespoke strategies that are goal-driven and adaptable. Alex works closely with individuals, families and businesses with a diverse range of needs. Whether planning for retirement, managing investments, or securing your family’s future, the Practice is here to guide you every step of the way. The Practice's commitment is clear: to continue helping clients achieve financial clarity and confidence. Barton Associates Financial Planning is passionate about helping to empower clients with the confidence to understand the behavioural aspects behind your financial decisions, so you feel confident and informed as life moves forward.
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.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
