Mark Barry
DipPFS
Having initially established Sterling Solutions Ltd, I am now in the 20th year of advising clients on all aspects of Financial Services within the business, I have now been in Financial Services for over 33 years and it is refreshing to welcome Alistair who is actually my Son-in-Law into the family business to ensure continuity for clients both new and existing for the years ahead.
About
It has always been important to me within the business to work closely with clients to ensure wherever possible they can achieve their financial planning aims and aspirations, this is done by maintaining a small portfolio of clients ensuring more time can be spent with them and my time therefore is not stretched thinly.
My long experience enables me to advise on a broad spectrum of Financial Advice ranging from small/medium sized Ltd Companies and Partnerships to the Self Employed and employed all of which have specific planning needs. My main area of work centres around Investment and Inheritance Tax Planning along with Corporate and Personal Retirement Planning incorporating tax and trust advice.
Away from the business I’m still following my football team, playing golf and skiing in the winter months along with of course spending time with my two Grandsons Vinnie and Robbie!
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
Trusts are not regulated by the Financial Conduct Authority.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
