Professional and impartial financial advisors
The team at Barretts Financial Solutions are proud to provide professional financial advice and planning services that are impartial, well-informed, and of course highly-effective at achieving your financial goals.
Whether it is personal or corporate financial advice you require, we combine our considerable know-how and experience, with cutting-edge technology and data, to ensure that any investment, pension, mortgage, healthcare, or insurance recommendations we present to you, are tailored to your specific needs and work solely in your financial interest.
You can enjoy the peace of mind that our team of advisors are fully-qualified chartered financial advisors. You can be certain that our financial services come with the highest professional and ethical standards, a raft of industry qualifications, an understanding of the latest changes in tax / monetary policy, and over 25 years’ experience in the field of personal and corporate financial management.
Meet The Team
Kim Barrett – Chartered FPFS
With over 40 years’ experience in the financial services industry, Kim is an Independent Financial Advisor and Chartered Fellow of the PFS (Personal Finance Society). He is also an Associate of the CISI (Chartered Institute for Securities and Investments).
Kim has successfully been at the helm of Barretts Financial Solutions (previously K.S. Barrett & Associates) since founding it in 1988.
QUALIFICATIONS – Fellow of The Personal Finance Society(FPFS), Chartered Financial Planner(CPFS), Advanced Financial Planning Certificate(AFPC), Financial Planning Certificate(FPC), and Associate Member of the Chartered Institute of Securities and Investments(ACISI).
PENSIONS EXAMS – RO8 – Pensions Update(2015), CF9 – Pensions Simplifications Update(2006), K10 – Retirement Options(Pension Fund Withdrawal/Drawdown)(2003), K20 – Pension Investment Options(Pension Fund Withdrawal/Drawdown)(2003), JO4 – Pension Funding Options(2009), JO5 – Pension Income Options(2010) and AF3 – Pension Planning(Advanced Level)(2010). All exams taken with the Chartered Insurance Institute.
FINANCIAL PLANNING EXAMS – G10 – Taxation & Trusts(1995), G20 – Personal Investment Planning(1994), G40 – Business Management(1994), JO8 – Financial Planning Practice(2009), AF5 – Financial Planning Process(Advanced Level)(2010), SV1 – Savings and Investment(2004), MAQ – Mortgage Advice Qualification(1999), ER1 – Equity Release(2013), and CF8 – Long Term Care Insurance(2012). All exams taken with the Chartered Insurance Institute.
Joel Barrett – Chartered MCSI
Joel is an Independent Financial Advisor and Chartered Member of the CISI (Chartered Institute for Securities & Investment). Joel brings over 10 years’ experience in direct investment management and is currently studying toward becoming a Fellow with the CISI.
QUALIFICATIONS – Chartered Member of the Securities and Investment Institute (CISI), Diploma in Financial Planning Certificate (DipCII), Investment Management Certificate (CFA) and Certificate in Mortgage Advice (CeMap).
INVESTMENT EXAMS – Investment Risk & Taxation(2011), Regulation & Professional Integrity(2011), Securities(2011), Derivatives(2012), Private Client Advice(2012). All exams taken with the Chartered Institute of Securities & Investments. AF4 – Investment Planning (Advanced Level – 2010) and JO6 – Investment Principles, Markets & Environment (2010). All exams taken with the Chartered Insurance Institute.
FINANCIAL PLANNING EXAMS – JO1 – Personal Taxation (2010) and JO2 – Trusts(2011). All exams taken with the Chartered Insurance Institute.