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| | Kim Barrett - kim@unbiasedifa.co.uk
Kim is an Independent Financial Advisor with 35 years experience in the Financial Services Industry. He has operated Barretts Financial Solutions, previously K.S. Barrett & Associates, since May 1988.
Kim has a vast experience of all financial services products and can deal with any area of the planning process upon which you seek advice.
Kim has passed the following exams: Financial Planning Certificate; the Advanced Financial Planning Certificate (exams passed G.10, G.20 and G.30), J08 (Financial Planning Practice), J04, K.10, K.20 & CF9 (specialist pensions exams), SV1 (investment exam) and MAQ (mortgage qualification).
Joel Barrett - joel@unbiasedifa.co.uk
Joel is an Independent Financial Advisor who has worked in the Financial Services Industry since April 2007, and has now become a partner of Barretts Financial Solutions.
Joel specialises in investment management and is an associate member of the CISI (Chartered Investment & Securities Institue). He is currently working towards the Securities & Investment Institute (CISI) Diploma, and ultimately becoming chartered with the CISI.
Joel has passed the following exams: Level 3 Certificate in Financial Planning (FPC), Level 3 Certificate in Mortgage Advice and the Investment Management Certificate (IMC), J06 (Investment principles, markets and environment) and AF4 (Investment planning).
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