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.