At Barnes Robertson Financial Planning our emphasis is on maintaining long-term relationships with our clients and checking in on a regular basis to review their financial circumstances to monitor if our advice remains appropriate. Despite the rise of so-called ’Robo-Advice’ and online options, we believe genuine, long term and trusted relationships between adviser and client are important in helping people achieve their financial aspirations, rather than transactional-based advice that may only be suitable for the here and now. We work with business owners, directors and high earning individuals by providing tailored advice on complex planning matters such as: - Tax-efficient profit extraction - Reviewing your pensions and annual/lifetime allowances - Protecting your shareholders and key workers - Corporate investments (longer term and cash strategies) - Planning your business sale Please contact us for more information. The value of an investment with St. James's Place may fall as well as rise. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. Taxation rules can change at any time and are dependent on individual circumstances. Barnes Robertson Financial Planning is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). Barnes Robertson Financial Planning is the trading name of Barnes Robertson Ltd