Your financial planning is your future ...
Whether you are investing for retirement or to fund school fees, buying a dream holiday home or in the throes of divorce, you require expert, honest, straightforward advice.
Expert: My advice is highly professional and personal to every business or individual. I have over 24 years extensive experience in investments, inheritance tax planning, pensions, trusts* and mortgages.
We have offices based in Petersfield. We can visit clients personally by prior arrangement within an hour’s radius of the office
Honest: If I can't put you in a better place, I will tell you. I offer no off-the-shelf answers and I have no sales targets to hit. Trust is key and it is why most of my new clients come through personal recommendation.
Uncomplicated: My approach is positive and down to earth, and I explain everything in plain English. I ensure my clients receive clear, concise, professional advice. Clients really value how I take their confusing pile of pensions paperwork and simplify it down to one page of shining clarity!
St. James's Place is renowned for its integrity and excellence. The Joy Barden Practice brings this impeccable institution to your doorstep – a friendly, local face ready to take a weight off your shoulders and help you fulfil your financial goals. Contact me today .
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.
*Trusts are not regulated by the Financial Conduct Authority.