BARBICAN Independent Financial Advisors Ltd
BARBICAN Independent Financial Advisors Ltd

BARBICAN - Securing your future and peace of mind

We are a firm of Independent Financial Advisers based in Hertfordshire. Our team of four financial advisers has over 100 years of collective experience in financial services. They are supported by our dedicated in-house administration team. The wealth of experience, knowledge and qualifications of our advisers and support staff ensures we can provide professional and impartial advice to all our clients.

 

Our philosophy has always been that every client is different and therefore we provide bespoke, independent financial advice based on each client's individual needs and circumstances. We recognise the importance of taking the time to fully understand our clients' situation and will always strive to give practical, logical and, most importantly, understandable advice. We will only ever recommend solutions that we feel our clients are comfortable with and which we would be happy to use ourselves.

 

In order to achieve the above, we have a six stage advice process which will enable us to fully understand your current financial position, your objectives and identify your needs. From this we can work with you to create a clear financial plan.

 

All of our business comes by way of personal recommendation from existing clients or professional connections. We consider this a strong endorsement of our philosophy of working closely with clients, adding value and exceeding expectations.

 

We can provide professional advice for individuals, companies and organisations with the following needs:

 

  • Investment Planning and Financial Management
  • Trusts and Estate Planning
  • Pension Planning (including Auto Enrolment)
  • Corporate Financial Planning
  • Employee Benefits

 

The value of investments can fall as well as rise. You may not get back what you invest.

The Financial Conduct Authority does not regulate Tax advice, Trusts or Estate Planning.

 

Book a meeting

Tel: 01992 586000

 

E-mail: paul.scott@levinsandscott.co.uk

Our Address

Barbican IFA Ltd

50 St Andrew Street  

Hertford

SG14 1JA

 

Or use our contact form.

Our recommendations

Life has so many surprises it's best to be prepared and have a partner you can count on. See our Financial Planning section to find out more

 

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK.

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© Barbican Independent Financial Advisors Ltd is authorised and regulated by the Financial Conduct Authority. The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK. Companies House no. 2148186