With over 14 years’ financial services experience in the North East of England. He has largely worked as an adviser with an emphasis on investment, pension specialist and retirement planning roles. His career journey also included four years of compliance reviewing work, playing an important part to ensure other advisers maintain ethical standards.
In 2016 he completed the required advanced qualifications enabling him to become a Chartered Financial Planner.
He always enjoys meeting clients for their range of needs. But particularly looks forward to any technical challenges thrown his way and delivering a solution.
Outside of work Barry enjoys hiking and sightseeing on his travels – he has explored over 70 countries worldwide!
