Barnes Gladman
Financial Adviser
FCA reference number: BXG22506
A chartered financial planner with over 11 years in the industry, I initially trained as an Investment Manager, building and populating investment portfolios for clients, before moving into advice and assisting clients with complex financial planning solutions. I believe in developing strong relationships built on trust, when helping individuals, families and business owners meet their financial objectives and aspirations.
Expertise
Financial planning
Pensions and retirement planning
Investment management
Long-term care planning
Estate planning and inheritance tax planning
Protection
Qualifications
Advanced Diploma in Financial Planning
Qualification in Long-term Care
Certificate in Investment Management
Region and method of advice
Based in Leicester, I tend to serve clients in the midlands including Shropshire, South Yorkshire and Bedfordshire with in-person meetings. But I also offer flexible remote consultations by phone or video call to accommodate diverse preferences and locations beyond my catchment.
Approach and experience
I’m passionate about forming strong relationships with clients built on trust. I aim to ensure all clients receive the highest standard of advice, tailored to their individual needs and objectives. I work hard to showcase the value of Financial Advice to all people no matter the circumstances.
No query is too large or too small. No question is too simple or too complex. No goal is too modest or too unattainable. I empower people to build confidence around financial matters and to seek solutions regarding their financial future.
Personal interests
I was named after my Dad’s favourite footballer, John Barnes, and as so am a big Liverpool fan. I am lucky enough to be a season ticket holder at Anfield and follow the team all over Europe. I am married to my beautiful wife, Jenni, and we enjoy walking our Cockapoo, Roo together.