An Associate Partner Practice of St. James's Place Wealth Management

Barry Wills Wealth Management

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Barry Wills

I am committed to establishing many long term working relationships with clients by meeting their specific financial requirements whether these be personal or corporate.

About

I offer a personal wealth management service with the benefit of a single relationship to meet all of your financial needs.
Barry Wills

39 Shelley Close, Newport Pagnell, Buckinghamshire, MK16 8JB

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
Planning for the tax year-end
Whether it’s planning your investments or your legacy, now is the time to act before the tax year-end deadline on 5 April.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
My wife and I have sought his advice for a considerable time. He is consistently honest and trustworthy in that benefits in relation to products are described realistically highlighting advantages and disadvantages. He demonstrates an excellent knowledge of the world financial and economic situation and how it relates to any product I wish to amend or purchase. His communication skills are pitched at a level we clearly understand. We have no qualms in recommending Mr Barry Wills to anyone.
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I have always found him to give good advice, he is always pleasant and helpful. His help has been very useful and I find him very trustworthy. I would recommend him without question to anybody who needs the kind of expert advice he has given me.
Robert Eames
My wife and I are very satisfied that Mr Barry Wills has always given us sound advice concerning our investments, not only with Legal and General but previously with Aviva. We find him very trustworthy and honest and have never had any reason to question as to the safety of money. Now that he is with St. James's Place, we shall continue to use his services for further investments. I would have no hesitation in recommending his services to other clients.
Anthony Smith

Why Choose St. James's place?

We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £81 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

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.

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Barry Wills
Barry Wills Wealth Management
07738 375 449