Our Services (Private)
To continue to be a leading Financial Adviser in the 21st Century requires more than financial expertise and technical ability
Private Clients
Services from Barton Lyle Wealth
Tax Planning
Make the most of tax opportunities.
Investments
Building for the future.
Pensions and Retirement
Planning for retirement.
Protection
Looking after your family and their future.
Mortgages
Taking your first or next step made easy.
Get in touch
Making contact with Barton Lyle Wealth
Tel. (020) 7628 2089
Email. pollington@bartonlyle.com
Full contact details
Protection
Looking after your family and their future
Protection planning is an essential part of our client’s overall financial planning.
Like all our advice and recommendations, we always look at a client’s individual circumstances and through conversation try to understand what is important to them before providing options, making sure it is relevant.
Our advisers are experienced in advising on different types of protection including life cover, income protection, critical illness, Whole of Life policies for inheritance tax planning and Private Medical Insurance.
Inheritance Tax Planning is not regulated by the Financial Services Authority.