Get to know Barbara
Barbara is a financial planner with over 25 years of experience in the financial services profession, both as a qualified adviser and in management roles. She prides herself on offering independent and impartial financial planning services, providing solutions to private and corporate clients, as well as trustees and charities.
Her priority is to deliver the highest level of service to clients, enabling them to meet their financial planning needs. Putting clients first and maintaining strong communication are central to building long-term relationships based on loyalty and trust.
Barbara understands that no two clients are the same and that their needs will naturally change over time as they move through different stages of life. Her aim is to support clients and their families throughout this journey.
Outside of work, Barbara has a son, daughter, and granddaughter, and enjoys keeping active with her two spaniel dogs.
The Financial Conduct Authority does not regulate advice on trusts.
In the spotlight
Hawksmoor
Certified Financial Planner
Member of Personal Finance Society
Qualifications