Our Clients
In order to ensure that we serve our clients to the best of our abilities and in most cases exceed their expectations, we limit the number of new clients that retain us each year. Typically, they are business owners, senior executives or in the professions. Whatever their profession, clients tend to be financially successful, prudent, open to new ideas, and confident decision-makers.
Our ideal client is an individual who:
- Seeks to provide the best for their families now and in the future
- Has a realistic world view and understands that ‘get-rich-quick’ schemes don’t work
- Has little interest or time to devote to investment matters and wants to avoid technical discussion
- Selects an adviser for their high degree of practical expertise, trust, and confidentiality
New Client Requirements
The following is a schedule of our requirements for new clients.
You only need to satisfy one of the following:
- An investment portfolio of approximately £500,000 within 12 months or;
- An investment portfolio of approximately £100,000 (under our training programme);
- Annual savings of approximately £50,000 (a minimum fee applies);
- An immediate family member of an existing client (a minimum fee applies).
Fee schedule
To ensure that our interests remain aligned with our clients, our fee is not based on commissions or transactions. We are paid only by the client. We do not accept commissions, referral fees, or any other type of third- party compensation.
The fee includes investment planning and reasonable levels of financial planning and a retirement analysis. Our fee schedule is as follows:
Investment Planning & Portfolio Design, Portfolio Implementation, Monitoring & Reporting:
The first £1,200,000……………………………1.00%
For portfolios exceeding £1,200,000 there is a 10% discount reducing the fee to 0.9% and there is a scale of additional discounts for larger portfolios.
In order to cover the costs of migrating existing assets to Michael Barr & Co we may require an initial fee.
All the fees are subject to VAT.
You can end our relationship at any time without penalty.
Clients benefit from our investment strategies using low cost funds, so the total cost of investing through us can be substantially less than investing through retail investment funds and significantly better than others who pay high initial commissions for advice.
To find out more please contact us on:
01253 885844 or 01253 890541
Or email us at info@michaelbarr.org.uk
What Our Clients Say About Us
Mr A R Managing Director, IT Solutions Company
I have been a client of Michael Barr & Co for over 10 years from both a business and personal standpoint. I have found their service to be easy to access, carefully planned and diligently delivered at all times. I would recommend their services to any business professional who cares about their families future.
Mr. B. U. Director, Management Consultancy
As a chartered accountant I felt that I should be able to manage my own financial investments. I tried for many years, but was never satisfied with the result. To do it effectively requires time that I do not have. I selected Michael because; I wanted an adviser who is independent of the companies and funds in which my savings are invested; he explained a process by which he understands his clients’ requirements; he demonstrated (and still does!) an understanding of the financial markets and keeps abreast with current techniques and issues. I have been with Michael Barr for over three years now and I feel entirely comfortable with the regular communication we have about my portfolio and the way it is invested. I am convinced that this will generate better returns than I could manage myself, or by investing in large unit trusts and relying on fund managers.
MH Senior Vice President of a US-based multinational company.
Michael Barr has been managing my UK investment portfolio for 4 years now. What has impressed me about working with Michael is not just the very good results, but more importantly the way in which his investment proposals are developed - not based on general trends or “what’s hot”, but rather thoughtful analysis of alternatives, real insight, a focus on net rather than gross returns… and above all attention to my needs as an individual”.
Mr T W Executive Director, FTSE 250 Company
“Michael has been my IFA for the past 7 years. His knowledge, understanding and research on his subject are extremely thorough and he combines this with a common sense, easy to understand approach to decisions. The needs and objectives of the client are always the determinant in any course of action he recommends. All decisions are made by the client, but Michael will not let you make a significant decision without ensuring that you understand all the relevant issues. The office administration has always been exemplary. I have been very pleased with our professional relationship and investment outcomes and would recommend my own friends and colleagues.
