It’s About Money Financial Services Limited offers independent financial advice based on your circumstances and needs. We are fully independent and unbiased. We are not linked to any bank, insurance company or investment house.
We work with both individual clients and businesses.
Our services can be paid for either by pre-
We offer a free, no obligation initial meeting, so that we can see how we might help you, and you can decide whether we are the kind of people you would like to work with.
Our services include advice and product recommendations in the following areas :-
* Savings & Investments (1)
* Personal Pensions (1)
* Retirement Income options (Annuities, Draw down)
* Workplace company pension schemes
* Personal & Business Insurance
* Will Writing (2)
(1) The value of pensions and Investments and the income they produce can fall as well as rise. You may get back less than you invested.
(2) Will writing and Lasting Power of Attorney are not part of the Intrinsic offering and they are offered in our own right. Intrinsic Financial Services accept no responsibility for this aspect of out business.
It’s About Money was formed in 2010 by John Barnett. John is an Independent Financial Adviser, qualified as a Chartered Financial Planner and he is a Fellow of the Personal Finance Society.
John is a graduate in Mathematics and holds several financial qualifications as well as the CNAA Diploma in Management Studies. He is a member of the Chartered Insurance Institute (CII) and also a practicing member of The Society of Will Writers.
John is a keen advocate of the Treating Customers Fairly (TCF) initiative and It’s About Money aims to deliver improved outcomes for retail consumers. If you would like to know more about TCF please view the details here.
If you would like details of our range of services and charges please click here to view a pdf file.