Welcome to Barretts Financial Solutions

Invest with confidence for a brighter future.

A financial solution built around you and your family’s needs

We take the approach that your financial needs, assets and aspirations are completely unique to you. As such, we will suggest a totally bespoke financial solution tailor-made just for you.

Straight-talking, honest advice to help you plan your financial future

We know that providing excellent financial advice requires excellent communication, which is why we take a warm and friendly, yet professional and discreet approach at all times.

Through listening carefully to your individual needs, carefully considering the most beneficial options open to you, and then explaining the potential rewards and risks involved as clearly as possible – we can present to you a well thought out and effective financial plan that makes total sense to you.

Manage your wealth

Planning for your future today and tomorrow

We are also well aware that changes in the economy, amendments to economic and taxation policy and changes in your circumstances may affect the financial decisions that work best for you. Most clients choose to welcome an ongoing long-term working relationship with us.

This allows us to constantly keep an eye on the progress and performance of your finances and suggest the best way to respond to any changes. This ongoing review helps us ensure your financial plan is as future proof as possible.

Start planning your future

Our team

Kim Barrett

Chartered FPFS, MCSI

With over 40 years of experience in the financial services industry, Kim is an Independent Financial Advisor and Chartered Fellow of the PFS (Personal Finance Society). He is also a Member of the CISI (Chartered Institute for Securities and Investments).

Kim has successfully run Barretts Financial Solutions (previously K.S. Barrett and Associates) since its founding in 1988.

Joel Barrett

Chartered MCSI, Dip PFS

Joel is an Independent Financial Advisor and Chartered Member of the CISI (Chartered Institute for Securities and Investment). Joel brings over 15 years of experience in direct investment management and is currently studying to become a Fellow with the CII (Chartered Insurance Institute) and CISI.

Joel holds a Diploma in Financial Planning with the CII.