Our Approach

Six Step Portfolio Planning

Through creating bespoke portfolios constructed to match specific objectives. The preservation of capital is just as important as capital growth.

We don’t force fit clients into pre-existing model portfolios, but take a holistic view of both the client’s risk profile and their tax position to deliver the best solution.

Six Step Portfolio Planning


At Barry Fleming & Partners we have clients located across the UK and internationally. Our six stage process is 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.