| What Michael Barr and Co have achieved so far. |
Michael Barr established Michael Barr and Co in 1982. In this time Michael has established a strong reputation for integrity and professionalism. His qualifications alone demonstrate an impressive level of commitment. He is the first in his profession in the North West to be awarded the Fellow of the Personal Finance Society - the highest qualification possible. He is a Certified Financial Planner and a Chartered Financial Planner, a rare achievement in the industry. He is also a Fellow of the Chartered Insurance Institute (Pensions) and holds the Advanced Pension qualification, G60. In addition, Michael received the ‘Personal Financial Planner’ of the year award and a host of other national awards.
But it is what Michael can bring to his clients through these achievements that really matters. They judge him on his ability to provide insightful advice on wealth management, pensions, and tax planning. They welcome his logical, friendly and understandable approach. And - through his guidance - they enjoy tapping in to the world of successful investing.
Michael specialises in:
- Investment and pension wealth management
- Designing the best investment portfolios to achieve lifetime goals
- Efficient tax planning
Michael has contributed many financial articles to the local press who recognise his ability and commitment as an investment specialist, financial planner, and pension adviser.
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We aim to take the confusion and complexity out of wealth management and make it as rewarding for you – both personally and financially - as possible. This is how we structure our meetings with you:
Please click on the chart for a larger version.
To find out more about how this works please call us on 01253 885844 or you can email us at info@michaelbarr.org.uk
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We place great emphasis on delivering a truly personalised service. We do this by deliberately limiting the number of clients we work with, which means we can get to know you and your financial goals very well.
We are committed to providing unbiased, objective advice. That is why our clients stay with us over the long term. They appreciate our integrity, and a service based on direct experience of advising investors for many years. Underpinning this is our belief in the value of academic financial research and solid business intelligence. We don’t do forecasting – it isn’t in your best interests.
We also understand that achieving your financial goals can take time and effort. That is why we provide regular reviews to help keep you on track, as well as access to a tax planning service.
At Michael Barr and Co we don’t handle mortgages or life insurance. But if you feel you or your family need these services we will put you in touch with our experienced associates who will be happy to help.
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Our service is entirely fee-based. There are no unpleasant financial surprises, which means you can see exactly where your money is going. And because there are no hidden costs - such as commission charges - the financial portfolio we design for you enjoys greater financial value immediately.
You’ll find our fees are reasonable too, although they will, of course, depend on the complexities of the work.
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| Professional wealth management - and more. |
At Michael Barr and Co we deliver more than professional wealth management alone. To enhance your financial future we can:
• Design and maintain investment plans to match your life goals
• Maximise your pension fund strategies
• Help you set up trust funds for the next generation of your family
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