Tony Barker
DipPFS
Having spent 30+ years in the Financial Services industry, my 'Mission Statement' is 'To educate, inform and prepare both individuals and business owners to achieve financial security in their later years and to help ensure that they are maximising their current and future financial resources, being efficient and anticipating future circumstances'.
About
May I take this opportunity to thank you for taking the time to view my Profile.
I started work in Financial Services in January 1992 and have established myself as a highly respected Financial Planner, having built longstanding relationships with both individuals and business owners.
I pride myself on developing lifelong client relationships, whereby I provide you with a bespoke and personalised service in order to become your trusted adviser for all of your Financial Planning needs.
I recognised that I am able to provide both individuals and business owners with a more personalised bespoke financial planning service, by establishing my own Practice within St. James's Place.
Whilst I am based in Rochester, I provide Financial Planning services to both individuals and business owners throughout the whole of Kent and more widely London and the South East.
I am also committed to ensuring that my Industry Knowledge continues to be up to date and relevant, by placing a strong emphasis on my own personal development which, in turn, enables me to provide excellent Financial Plans for my clients.
Outside of this, I like spending quality time with my family. I also enjoy DIY, going to the theatre, as well as walking, cycling, playing golf and watching rugby, football and horse racing.
If you are currently concerned about a particular issue such as Pension and Investment Planning, Protection, Business Protection or Inheritance Tax Planning, then please do not hesitate to contact me for further information on 07784 255860 or email me at tony.barker@sjpp.co.uk.
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More about St. James's Place
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.
SJP Approved 12/05/2023
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.
