Barwells Wealth

Barwells Wealth Providing financial planning in East Sussex for 25 years. Rated 4.9/5 ⭐ by our clients

We are Barwells Wealth, giving caring, dependable financial planning across the East Sussex area. We support business owners, retirees and those approaching retirement.

π‘·π’–π’•π’•π’Šπ’π’ˆ 𝒑𝒆𝒐𝒑𝒍𝒆 π’‡π’Šπ’“π’”π’•, π’‚π’π’˜π’‚π’šπ’”

For over 25 years, we’ve been a safe pair of hands, offering straightforward, truthful advice and always keeping your goals in mind. Maybe that’s why so many of our clients have been with us from the

very beginning, and plan to continue working with our specialists for many years yet to come.

𝑻𝒉𝒆 𝒗𝒂𝒍𝒖𝒆 𝒐𝒇 π’‡π’Šπ’π’‚π’π’„π’Šπ’‚π’ π’‘π’π’‚π’π’π’Šπ’π’ˆ

Financial planning should leave you in a more comfortable monetary position. But, when done right, it’s about so much more than that.

βœ… Finding peace of mind
βœ… Conquering life's milestones
βœ… Taking care of your wealth

𝑨𝒃𝒐𝒖𝒕 π’šπ’π’–

Whatever stage of life you’re at, you’ll get support from qualified advisers who are truly invested in your happiness and success.

🀝 Approaching retirement
🀝 Already retired
🀝 Later life
🀝 Business owners

𝑾𝒉𝒂𝒕 𝒐𝒖𝒓 π’„π’π’Šπ’†π’π’•π’” π’”π’‚π’š

Your financial issues will always be handled sensitively and efficiently by our team, and we’re proud to have the recommendations to prove it.

⭐ 96.43% would recommend us to their friends, family or colleagues

⭐ 100% of clients were satisfied that we understood their needs, goals, aspirations and objectives

⭐ 92.31% of clients believe that working with us has helped or will help them achieve their financial goals

⭐ 98.21% of clients were satisfied with the speed of response from their planner

π‘ͺ𝒐𝒏𝒕𝒂𝒄𝒕 𝒖𝒔

Whatever financial issues you face, our friendly team will give you the guidance and reassurance you need to achieve your goals.

πŸ“1 Station Farm Barns, Station Road, Glynde, Lewes, East Sussex, BN8 6EU

πŸ“§ [email protected]

πŸ“ž 01273 086 311

Gifting can be a highly effective way of reducing the value of your estate for Inheritance Tax purposes. πŸͺ™However, witho...
16/07/2026

Gifting can be a highly effective way of reducing the value of your estate for Inheritance Tax purposes. πŸͺ™

However, without careful planning, your gifts could still be charged Inheritance Tax, which could significantly reduce their value.

Read our blog, linked in the comments, to discover 5 ways you could make the most of your gifting strategy while supporting the people you love. πŸ‘‡

https://barwells-wealth.co.uk/5-ways-to-make-the-most-of-your-gifting-strategy/

What is your financial "bucket"? πŸͺ£Put simply, it's the money you have at your disposal at a given time.This usually incl...
15/07/2026

What is your financial "bucket"? πŸͺ£

Put simply, it's the money you have at your disposal at a given time.

This usually includes liquid assets such as cash, savings accounts, and investments that can easily be turned into money.

Understanding what's in your bucket, what's going into it, and what's coming out of it can give you a strong foundation for a financial plan.

Read our blog, linked below, to find out how. πŸ‘‡

https://barwells-wealth.co.uk/understanding-your-bucket-and-what-it-means-for-your-financial-planning/

Have you thought about how you would fund care in later life?While retirement planning often focuses on holidays, family...
14/07/2026

Have you thought about how you would fund care in later life?

While retirement planning often focuses on holidays, family time, and enjoying your wealth, later-life care is another important area to consider.

Download our guide, linked below, to learn everything you need to know about planning for later-life care.

https://barwells-wealth.co.uk/guide-your-guide-to-planning-for-later-life-care/

5 ways you can make the most of your gifting strategy:🎁 Decide who will give the gift🎁 Consider the timing of your gift🎁...
08/07/2026

5 ways you can make the most of your gifting strategy:

🎁 Decide who will give the gift
🎁 Consider the timing of your gift
🎁 Understand your nil-rate bands
🎁 Make use of your gifting allowances
🎁 Be aware of the risks involved with gifting

Read our blog, linked below, to find out more. πŸ‘‡

https://barwells-wealth.co.uk/5-ways-to-make-the-most-of-your-gifting-strategy/

Financial planning can feel confusing at times. πŸ€”Trying to understand how trusts work, making sense of how taxes may aff...
07/07/2026

Financial planning can feel confusing at times. πŸ€”

Trying to understand how trusts work, making sense of how taxes may affect you or your business, or getting your head around the intricacies of portfolio management can be overwhelming.

That's why it is sometimes useful to return to basics and understand exactly how your money works for you on a day-to-day basis.

Read our latest blog, linked below, to learn more about your financial "bucket" and what it means for you. πŸ‘‡

https://barwells-wealth.co.uk/understanding-your-bucket-and-what-it-means-for-your-financial-planning/

The number of people celebrating their 100th birthday in the UK is on the rise.As life expectancy continues to increase,...
02/07/2026

The number of people celebrating their 100th birthday in the UK is on the rise.

As life expectancy continues to increase, it is more important than ever to plan financially for a 100-year life.

Read our latest guide, linked below, to discover how you might plan for later life.

https://barwells-wealth.co.uk/guide-how-to-plan-for-a-100-year-life/

The team at Barwells Wealth attended the 130-year celebration of Barwells Solicitors last Thursday πŸŽ‰A fantastic evening ...
01/07/2026

The team at Barwells Wealth attended the 130-year celebration of Barwells Solicitors last Thursday πŸŽ‰

A fantastic evening marking an incredible milestone and long-standing legacy. Congratulations on 130 years of excellence and service β€” here’s to many more ahead πŸ₯‚

Many people worry about running out of money in retirement... but very few know what they actually need saved. πŸ’°From ret...
01/07/2026

Many people worry about running out of money in retirement... but very few know what they actually need saved. πŸ’°

From retirement age and spending habits to tax planning and unexpected costs, there are several important factors that can shape your long-term financial security.

To discover 6 questions that could help you assess whether your retirement savings are "enough", click the link below. πŸ‘‡

https://barwells-wealth.co.uk/6-key-questions-to-help-determine-whether-your-retirement-savings-are-enough/

Address

1 Station Farm Barns
Lewes
BN86EU

Opening Hours

Monday 9am - 5:15pm
Tuesday 9am - 5:15pm
Wednesday 9am - 5:15pm
Thursday 9am - 5:15pm
Friday 9am - 5:15pm

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