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.
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.
Based in Midlands
In-person meetings
Phone and Video call
Region & 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. Empowering 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.