A J Barnes Financial Planning Ltd was established in 2017, when its Director accepted an invitation to join St. James's Place Wealth Management.
Alex has over 10 years experience in financial services and has provided expert advice to private clients and businesses, lawyers, law firms & practices, barristers, teachers, schools and trusts*.
At A J Barnes Financial Planning Ltd we provide bespoke advice in a personal and professional manner. We are committed to building long term relationships to understand and help to deliver all of your financial goals with a great attention to detail. We work with both individuals and corporate clients, and are particular specialists in providing advice for Teaching and Legal professionals.
Our advice will be delivered at your convenience - either in your place of work or home at a time to suit you.
*Trusts are not regulated by the Financial Conduct Authority.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
We do not provide 'off the shelf' solutions. We put our clients at the heart of everything we do.
We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.
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Alex has been an excellent adviser, making me feel confident and able to sort my finances on retirement sensibly and comfortably. He is able to explain the most complex idea with great clarity. I would not hesitate to recommend him.
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.