Barwells Wealth

Barwells Wealth Providing financial planning in East Sussex for 25 years. Rated 4.9/5 ⭐ by our clients

We are Barwells Wealth, giving caring, dependable financial planning across the East Sussex area. We support business owners, retirees and those approaching retirement.

π‘·π’–π’•π’•π’Šπ’π’ˆ 𝒑𝒆𝒐𝒑𝒍𝒆 π’‡π’Šπ’“π’”π’•, π’‚π’π’˜π’‚π’šπ’”

For over 25 years, we’ve been a safe pair of hands, offering straightforward, truthful advice and always keeping your goals in mind. Maybe that’s why so many of our clients have been with us from the very beginning, and plan to continue working with our specialists for many years yet to come.

𝑻𝒉𝒆 𝒗𝒂𝒍𝒖𝒆 𝒐𝒇 π’‡π’Šπ’π’‚π’π’„π’Šπ’‚π’ π’‘π’π’‚π’π’π’Šπ’π’ˆ

Financial planning should leave you in a more comfortable monetary position. But, when done right, it’s about so much more than that.

βœ… Finding peace of mind
βœ… Conquering life's milestones
βœ… Taking care of your wealth

𝑨𝒃𝒐𝒖𝒕 π’šπ’π’–

Whatever stage of life you’re at, you’ll get support from qualified advisers who are truly invested in your happiness and success.

🀝 Approaching retirement
🀝 Already retired
🀝 Later life
🀝 Business owners

𝑾𝒉𝒂𝒕 𝒐𝒖𝒓 π’„π’π’Šπ’†π’π’•π’” π’”π’‚π’š

Your financial issues will always be handled sensitively and efficiently by our team, and we’re proud to have the recommendations to prove it.

⭐ 96.43% would recommend us to their friends, family or colleagues

⭐ 100% of clients were satisfied that we understood their needs, goals, aspirations and objectives

⭐ 92.31% of clients believe that working with us has helped or will help them achieve their financial goals

⭐ 98.21% of clients were satisfied with the speed of response from their planner

π‘ͺ𝒐𝒏𝒕𝒂𝒄𝒕 𝒖𝒔

Whatever financial issues you face, our friendly team will give you the guidance and reassurance you need to achieve your goals.

πŸ“1 Station Farm Barns, Station Road, Glynde, Lewes, East Sussex, BN8 6EU

πŸ“§ [email protected]

πŸ“ž 01273 086 311

As a new school year approaches, education costs may be on your mind.Whether you want to help with private school fees, ...
08/10/2026

As a new school year approaches, education costs may be on your mind.

Whether you want to help with private school fees, university accommodation, living costs, or simply give your child a financial safety net, building a dedicated nest egg could make those goals feel more manageable.

Our latest guide looks at how parents and grandparents could plan ahead, choose suitable accounts, and balance education costs with their wider financial objectives.

Download your copy at the link below to find out more.

https://barwells-wealth.co.uk/guide-back-to-school-how-to-build-a-nest-egg-to-fund-your-childrens-education/

When writing your will, how much is β€œenough”? πŸͺ™It can be tempting to simply divide your estate equally between your love...
07/10/2026

When writing your will, how much is β€œenough”? πŸͺ™

It can be tempting to simply divide your estate equally between your loved ones, but this may not always be the most effective way to pass on your wealth.

Before deciding what to leave behind, it’s important to consider your own financial security, your beneficiaries’ needs, and how Inheritance Tax could affect your estate.

Read our latest blog, linked below, to learn how a more considered approach to estate planning could help. πŸ‘‡

https://barwells-wealth.co.uk/when-writing-your-will-how-much-is-enough/

How much do you actually know about your pension?Whether you’re on track for the retirement you want, or there are still...
06/10/2026

How much do you actually know about your pension?

Whether you’re on track for the retirement you want, or there are still some adjustments to make, it’s worth checking in with your pension regularly.

Understanding how pensions work, and being aware of some of the common misconceptions around them, could help you make more informed decisions about your future.

Read our blog, linked below, to discover 5 pension myths we often hear. πŸ‘‡

https://barwells-wealth.co.uk/5-myths-to-dispel-this-pension-awareness-week/

Fancy discovering somewhere new in Sussex this weekend? 🌿A good farm shop or farmers’ market is about more than picking ...
01/10/2026

Fancy discovering somewhere new in Sussex this weekend? 🌿

A good farm shop or farmers’ market is about more than picking up a few essentials. It can be a chance to support local producers, enjoy seasonal food, and make a simple outing feel a little more special.

From fresh bread and local cheeses to farm-reared meat, fruit, vegetables, flowers, and treats for the weekend, Sussex has plenty of brilliant places to explore.

Read our latest blog, linked below, to discover 6 farm shops and farmers’ markets worth visiting. πŸ‘‡

https://barwells-wealth.co.uk/6-farm-shops-and-farmers-markets-to-visit-during-organic-september/

Do you want to help fund your child or grandchild’s education?From school fees to university costs, planning ahead could...
30/09/2026

Do you want to help fund your child or grandchild’s education?

From school fees to university costs, planning ahead could give your loved ones more choice and confidence when important expenses arise.

Our guide explores the costs you may need to consider, why starting early can help, and how parents and grandparents could build a nest egg in a way that supports their wider financial plan.

Download your copy, linked below, to learn how you can best support your loved ones.

https://barwells-wealth.co.uk/guide-back-to-school-how-to-build-a-nest-egg-to-fund-your-childrens-education/

Your will is about more than deciding who gets what.It can also help you think carefully about how much is enough for yo...
29/09/2026

Your will is about more than deciding who gets what.

It can also help you think carefully about how much is enough for you, what your loved ones may need, and how your wealth could support them in the future.

A financial planner can help you understand what you may need to maintain your own lifestyle first, before deciding how best to pass on the rest.

Read our blog, linked below, to learn more about writing your will and building your estate plan. πŸ‘‡

https://barwells-wealth.co.uk/when-writing-your-will-how-much-is-enough/

Could pension myths be affecting your retirement plans? πŸ€”Pensions can be a valuable way to save for the future, but ther...
24/09/2026

Could pension myths be affecting your retirement plans? πŸ€”

Pensions can be a valuable way to save for the future, but there are still plenty of misconceptions around how they work.

For example, you might assume your workplace pension is already maximised, that your pension will be completely tax-free, or that your beneficiaries can inherit it without any tax considerations.

Read our blog, linked below, to discover the truth behind 5 pension myths. πŸ‘‡

https://barwells-wealth.co.uk/5-myths-to-dispel-this-pension-awareness-week/

Looking for somewhere local to visit during Organic September? 🌿Sussex has plenty of brilliant farm shops and farmers’ m...
23/09/2026

Looking for somewhere local to visit during Organic September? 🌿

Sussex has plenty of brilliant farm shops and farmers’ markets where you can pick up fresh produce, support independent businesses, and discover locally sourced treats.

From Lewes Farmers’ Market and Tablehurst Farm Shop to Charlie’s Farm Shop, there are lots of places to explore.

Read our latest blog, linked below, to discover 6 farm shops and farmers’ markets to visit this Organic September. πŸ‘‡

https://barwells-wealth.co.uk/6-farm-shops-and-farmers-markets-to-visit-during-organic-september/

Private school fees, university costs, accommodation, living expenses...Supporting a child or grandchild through educati...
22/09/2026

Private school fees, university costs, accommodation, living expenses...

Supporting a child or grandchild through education can involve many moving parts.

Starting early could give you more time to build a nest egg and explore whether cash savings, investments, or family gifting could support your goals.

Download our guide, linked below, to learn how education costs could fit into your wider financial plan.

https://barwells-wealth.co.uk/guide-back-to-school-how-to-build-a-nest-egg-to-fund-your-childrens-education/

Should everyone inherit the same amount?Dividing your estate equally between loved ones can feel like the fairest option...
17/09/2026

Should everyone inherit the same amount?

Dividing your estate equally between loved ones can feel like the fairest option, but your beneficiaries may have very different needs and goals.

One person may be raising a young family, another may be running a business, and another may need ongoing support.

That’s why estate planning can benefit from a more considered approach, one that looks at your own needs, your family’s circumstances, and the allowances available.

Read our latest blog, linked below, to find out more. πŸ‘‡

https://barwells-wealth.co.uk/when-writing-your-will-how-much-is-enough/

Address

1 Station Farm Barns
Lewes
BN86EU

Opening Hours

Monday 9am - 5:15pm
Tuesday 9am - 5:15pm
Wednesday 9am - 5:15pm
Thursday 9am - 5:15pm
Friday 9am - 5:15pm

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