We offer a wide range of high quality wealth management services to both individuals and businesses encompassing tax advice, investment advice and financial planning. Our in-house investment management is enhanced through our long-term relationships with leading fund managers.
This allows us to cover a wide range of asset classes, investment types and geographical sectors. Our clients can select as few or as many of our services as they need to meet their individual needs.
At Barry Fleming & Partners we have clients located across the UK and internationally. Our broad range of services including, tax, retirement and investment planning, are available throughout the UK with meetings at a location of your choice.
Our Northern office is conveniently located for Cheshire, Lancashire, Derbyshire, Manchester both North and South, Altrincham, Hale, Sale, Styal, Wilmslow, Warrington, and Cheadle.
Our Southern office is close to Newbury, Hungerford, Swindon, Oxford, Reading, Marlborough, Thatcham, Andover, Basingstoke, Winchester and Salisbury. It is convenient for Wiltshire, Hampshire, Gloucestershire, Berkshire, and Surrey.
We are always very happy to host meetings with clients, planners, and the support team at either of our offices if that is more suitable for you. We’ve been doing that for over 40 years and it has always been a pleasure for us to meet our clients face to face.