Diploma For Financial Advisers (DipFA)
Certificate in Long Term Care Insurance (CeLTCI)
Barry has worked in financial services for over 10 years. He has worked the last 5 years at Succession Wealth where he enjoys providing holistic advice and support to his clients. Barry specialises in Pensions, Investments, and Trusts.
"I enjoy motorsport and the outdoors, I am a track day enthusiast. My family and I are keen hikers and are drawn to the ocean."
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.
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