Barwells Wealth

At Barwells Wealth, we are proud to be a trusted and experienced financial planning firm in East Sussex. With a history of over 25 years, we have built a reputation for providing caring, dependable financial planning that puts our clients at the forefront of everything we do. Our team of expert financial planners, led by our Chief Executive and Financial Planner, Lee Waters, are committed to helping individuals from all walks of life achieve their financial goals and security for the long-term.

Our Story

Our story began over 25 years ago when our founder, Roger Waters, had a vision to create a financial planning firm that would offer a personal, yet professional service to individuals in East Sussex. Since then, we have grown and developed into a Top Rated Firm, as recognised by VouchedFor, and have been included in the VouchedFor Top Rated 2024 Guide, distributed by The Times.

Our Team

At Barwells Wealth, we understand that everyone's financial journey is unique and requires a tailored approach. Our team of experienced financial planners and support staff are dedicated to providing a friendly and efficient service that puts our clients' needs at the heart of everything we do. From our Chief Executive and Financial Planner, Lee Waters, to our financial planners, Andrew Woods and Roger Waters, you can be assured that our team is equipped to tackle even the most complex financial planning scenarios.

Our Community

As a local business, we are proud to be part of the community we serve. We have a long history of involvement in the local area, and our commitment to our clients reflects this. We believe that building strong relationships with our clients is key to delivering a superior service, and we strive to make our clients feel part of our extended family.

Why Choose Us?

So, why choose Barwells Wealth? At Barwells Wealth, we pride ourselves on our:

• Unbiased, expert financial planning that prioritises our clients' needs
• Transparent and structured approach to fees
• Access to a wide range of financial products and services
• Ongoing support and guidance from our experienced team
• Commitment to our community and the values that matter most

Our Services

At Barwells Wealth, we offer a comprehensive range of financial planning services, including:

• Retirement planning and planning for later life
• Financial planning for business owners and the self-employed
• Investment planning and portfolio management
• Tax and estate planning
• Wealth protection and inheritance planning

Client Testimonials

We are proud to have built a reputation for delivering exceptional service and results for our clients. Here's what some of our valued clients have to say about us:

• "Barwells makes me feel like I'm part of their family." - Penny Cockell
• "Barwells makes me feel safe, secure, and reassured." - Richard Bulman
• "Barwells makes me feel reassured and comfortable about the future." - David Baker

Our Promise

At Barwells Wealth, we promise to always put our clients first and deliver a service that is centred around their needs. We are committed to ongoing professional development and staying up-to-date with the latest financial planning techniques and regulations, ensuring that our clients receive the best possible advice and guidance.