Financial Planning Berkshire: With its head office in Newbury Berkshire, Barry Fleming & Partners has grown from a tax advisory background into a broader business that encompasses investment management. Both things matter for wealth management, retention and creation. That expertise makes the company strikingly different from others.
This capability allows Barry Fleming and Partners to use its strength in tax advice to take a 360-degree-view of a financial situation to give much broader, more comprehensive advice.
Many financial advisers are primarily investment advisers without this additional capability.
Barry Fleming set up the company over 40 years ago. His philosophy of taking a broader view has allowed Barry Fleming and Partners clients to avoid the pitfalls while taking advantage of opportunities across both boom and bust.
Our company offers a wide range of financial services covering Pensions, Tax, Trusts, ISAs, Estate Planning, and Inheritance Tax Planning (also known as IHT).
We also have an additional office in Altrincham, Cheshire (where the firm was originally established), and its from here we still look after a number of our North West clients.