Barker Poland Asset Management

About

Expert advice that starts with a free consultation - we offer a complimentary meeting where we will discuss your personal situation. Our objective is to understand your aims and aspirations and to identify where you might need help in achieving your financial goals or managing your financial assets.

Who are Barker Poland?
Barker Poland is a firm of professional financial planners and wealth managers whose aim is to provide our clients with high quality advice on all money related matters and build long-standing relationships. We are big on service, mindful of costs and like to keep things as simple as possible.

What do we do?
In short, we help you plan your financial future. As you go through life, your objectives change, there is always a milestone to aim for – whether this is putting money aside for future events, protecting your family or planning for retirement. Whatever stage you are at, we can help you plan and implement a strategy that will help you to achieve your goals.

Services
There are two key aspects to our services – financial planning and investment management - and we provide both on an ongoing basis for a single charge (see Our Fees page on our website for further information).

Financial planning focusses on designing and implementing a financial plan, taking account of your current financial position and objectives.

Investment management concerns the on-going management of your assets, using our technical knowledge of investments and tax planning to ensure your assets are working as hard as they can for you and remain on course to meet your investment goals.

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