Financial Planning & Wealth Management

Giving you long term security.

Through our networks we are able to defer expert financial advice to people who want to preserve and grow their wealth responsibly for this generation and the next

Long term planning

Long-term planning of your finances involves careful assessment and thought.

With proven methods and decades of experience, we have access to the expertise to help you manage your money for years to come, giving you peace of mind and security.

Market Leading Advisors

Our links to specialist, independent and fully qualified individuals, highly skilled in all areas of investment and long-term wealth management, including:

  • Retirement planning
  • Estate planning
  • Inheritance planning
  • Investments
  • Lifetime cash flow and financial planning
  • Wealth protection and life insurance
  • Corporate pensions
  • Key man and shareholder protections
 

Here at NRB, our links to market leading advisors mean we can work together to give you a unified and complete service. Together with leading financial planners our experts work together in areas such as trusts and tax planning, so the advice we give you is informed by their expertise too.

Related Services

Tax Planning Services

Expert and trusted advice to ensure your affairs are structured tax efficiently.

Tax Planning Services

Expert and trusted advice to ensure your affairs are structured tax efficiently.
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Corporate Finance

From share valuations, to raising finance, to business sales or acquisitions, our experts are here to help.

Corporate Finance

From share valuations, to raising finance, to business sales or acquisitions, our experts are here to help.
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Strategic Advisory

Board level strategic advisory services to help your business grow, develop, and flourish.

Strategic Advisory

Board level strategic advisory services to help your business grow, develop, and flourish.
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Let's talk about how we can help

Integrity

Integrity is at the forefront of everything we do as we apply the strongest ethical and moral rigour across how we work and assist our clients.

At NR Barton we understand the importance of trust and through our integrity we make sure this underpins absolutely everything we do.

We like to do the best for our clients and this isn’t always easy. We aren’t afraid to use our integrity to confront difficult situations. We firmly believe that acting with our utmost integrity those difficult conversations will help to build our trust with our clients. Sometimes the difficult option is the best.

It is also our integrity that has helped us to build a strong local relationship in our market place and the thrive as a business for the last seventy years.

We’re here for the long term and our integrity will help us to achieve that.