Smart Investing for a Simpler Life

Michael Barr Wealth Managers specialise in servicing financially successful clients who are looking to gain control over their financial investments, simplify tax reporting and achieve their realistic financial goals.

UK Specialist

Michael Barr is a UK specialist in low cost and reliable ‘Institutional Multi-Asset-Class Investing’ which is tax efficient, reduces complexity of tax reporting and provides an excellent tool for achieving medium term and life time financial goals.

Michael Barr & Co Ltd has nominated an orang-utan as an
honorary fund manager.

Read more by clicking here

Our Expert Team

Michael Barr Wealth Managers consist of a small and focused team, headed up by Michael Barr. Michael himself has enjoyed a long and excellent career in the industry and his many achievements include:-

• The first in his profession in the North West to be awarded the Fellow of the Personal Finance Society - the highest qualification possible.
• A Certified Financial Planner and a Chartered Financial Planner, a rare achievement in the industry.
• A Fellow of the Chartered Insurance Institute (Pensions) holding the Advanced Pension qualification, G60.

Michael has also received the ‘Personal Financial Planner’ of the year award and a host of other national awards.

Our Clients

At Michael Barr & Co we only work with clients on a fee basis and do not accept commission based work. We firmly believe that working this way is important in the advice we provide and the results we are able to deliver. We are not reliant on advising on products which offer attractive commission structures. In fact much of the investment advice we provide to our clients does not provide commission and so would not be included in a traditional commission based portfolio.

To ensure an extremely high service level is achieved at all times, we choose to restrict the number of clients we work with. If you like what you read here, please review our new client criteria, to see if Michael Barr would be able to accept you as a new client?

Our Office Location

Our office is located in Poulton-Le-Fylde, Lancashire, close to Blackpool and just 12 minutes off the M55. Our relatively close proximity to the M55 means that we are easily accessible to clients from throughout the North West UK, including Preston, Manchester, Lancaster, Cheshire and Merseyside. We actually have clients based throughout the UK and overseas as following initial meetings it is possible to do much of our business remotely.