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Meet STEPHEN BARR Dip PFS

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    07971 33 66 33

    STEPHEN BARR Dip PFS

    Stephen has been in financial services for 30 years and he specialises in Estate Planning & Pensions.

    He advises on all aspects of Financial Planning but specialises in all Pension scenarios, Estate Planning & Wealth Preservation by helping clients mitigate Inheritance Tax.

    Stephen works closely with clients, solicitors, accountants and stock brokers to provide a seamless team around client goals & objectives.

    Stephen is married to Karen. They have two children, Claudia and Charles. His interests include being a keen follower of F1 Grand Prix, Rugby and Football as well as hitting the occasional golf ball.