“Time moves fast and getting the most out of life requires pragmatic and decisive planning, which I take immense pleasure providing to clients. Also, having founded and sold two businesses I understand the emotional journey my clients are taking and can offer the benefit of personal experience when they are navigating a business exit”
- Locations
- Bath
Barry is a Financial Planner in Bath. He is responsible for both maintaining the cultural and commercial expectations of the office, and for his own clients. They are typically entrepreneurs and business owners looking to sell.
An important part of his financial planning role is being able to put himself in the shoes of his clients. This is something he prides himself on, having personally built and sold two businesses.
Barry started as an Adviser Director at Chase de Vere in 2000. In 2010 he Co-founded Epoch Wealth Management, working there as a Managing Partner. Alongside this he Co-founded and was a Board member of the cash flow modelling software i4C (now Intelliflo Planning), which is currently used at RBC Brewin Dolphin to improve financial planning for clients. Both businesses were sold in 2019, to RBC Brewin Dolphin and Invesco respectively. He is a Member of the Chartered Insurance Institute and has the DipPFS.