What Michael Barr and Co have achieved so far.
Michael Barr & Co was established in 1982 and in this time Michael has established a strong reputation for integrity and professionalism. His qualifications alone demonstrate an impressive level of commitment.
It is what Michael and his team brings to his clients that really matters. They judge him on his ability to provide insightful advice on wealth management, trusted advice when setting goals and increasing investment returns through shrewd tax planning. They welcome his logical, friendly and understandable approach.
Through his guidance - they enjoy tapping into the world of successful investing.
Michael specialises in:
- Your Family Wealth Management
- Designing the best investment portfolios to achieve lifetime goals
- Simplifying your financial life and advanced tax planning
- Trust funds for the next generation of your family
Michael has contributed many financial articles to the local press and is recognised as an entertaining public speaker who uses the opportunity to raise funds for charity. His book, ‘How to invest better than the average Primate’ has proved to be a good fundraiser for MAG and UNICEF.
Lets meet.
We aim to take the confusion and complexity out of wealth management and make it as rewarding for you as possible – both personally and financially. Below is a chart illustrating how we structure our meetings with you:
Please click on the chart for a larger version.
To find out more please call us on 01253 885844
Or you can email us at info@michaelbarr.org.uk
How we work with you.
We get to know you and your financial goals very well.
We are committed to providing trusted, objective advice. Underpinned by our belief in the value of academic financial research and solid business intelligence.
Achieving your financial goals is our only priority, so we build in regular reviews to keep you on track, and revisit your tax plan as new ideas evolve.
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.
Fees
Our service is entirely fee-based so you will have no unpleasant financial surprises. There are no hidden costs which can be very damaging - most investors do not appreciate the total costs of their investments.
