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

Barker Wealth Consultancy Ltd

nicholasbarker.jpg

Nicholas Barker

Dip PFS
Over the last twenty years I have been able to build many long standing relationships with clients based on regular contact, trust and delivering strategies that help them meet their financial aims.

About

From offices in Manchester, Leeds and Liverpool, I provide wealth management advice to clients across the North West.

My past experience with previous financial services organisations has ensured expertise in both financial planning and high quality customer relations. After establishing myself as a highly respected consultant with my former employers, I recognised that I could provide clients with a better service and the best possible advice by establishing my own practice. I achieved this by taking up the invitation to become an Associate Partner Practice of St. James's Place Wealth Management.

I now concentrate on promoting the development of lifelong client relationships through a more bespoke and personalised approach. By delivering an excellent service, I am proud to offer high quality wealth management solutions to help you look after your financial future and for those who are close to you.

I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that I am able to offer a rounded, professional and principled service.

Whilst solutions may encompass investment portfolios, pension plans, tax advantageous schemes and the use of onshore and offshore structures, the most important aspect of the work I carry out is to help clients bring structure and a formal plan to their affairs. I also spend time with clients helping them to plan how to include their dependants in their wealth management. This aspect can also include the process of educating the next generation in this respect.

I am dedicated to my work with clients and feel my approach to quality advice and high levels of service allows clients to be confident that their best interests are being considered.

Outside of work, spending quality time with my family is very important to me and where time allows, you may find me at my local gym.

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.
Nicholas Barker

74 Factory Street West, Atherton, Manchester, M46 0EF

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.
Mr Barker always put my interests first after my husband died. The service and support was second to none, sound and trustworthy. I would not hesitate to recommend him to anyone.
Carole Ainsworth

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.
SJPWM-Crop-Blue.svg

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.

Barker Wealth Consultancy Ltd is registered in England and Wales, Number 11609455. Registered Office: 1 Bond Street, Colne, Lancashire, BB8 9DG.
nicholasbarker.jpg
Nicholas Barker
Barker Wealth Consultancy Ltd