Our Approach

Transparency of Fees

Lisa Chantrey

We are fee-based which has two material benefits for our clients – our fees are transparent and affordable and we avoid conflicts of interest. Our clients’ interests are our only interests. This approach has been the cornerstone of our 40 years of success in the business of financial planning.

 

We believe our fees represent excellent value. We have no hidden charges, no costs obscured in residual fees. Total transparency.

 

Click here to see an example of our consistent approach to a fee proposal.

 

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.
 

At Barry Fleming & Partners we have clients and companies located across the UK and internationally. Our meetings are part of the service that we offer and are available throughout the UK at a location of your choice.

 

We have a clear and consistent proposal that results in affordable and transparent fees for a comprehensive range of professional services.

 

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