Welcome to Bark Financial
Plain Speaking, Financial Planning Advice Made Clear
- Based in Ringwood, covering Hampshire and Dorset
- Professional financial planning advice based on a wealth of knowledge, wisdom and experience
- Advice that is clear and easy to understand
We provide a comprehensive financial planning service for all your pension and retirement planning, investment and personal and business protection needs.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than invested.
Your home may be repossessed if you do not keep up repayments on your mortgage.
- Pension Planning
Targeted retirement planning for when you would like to retire and how much income will you need
- At Retirement - Your Retirement Options and Pensions Freedom
Pension freedoms now provide a wealth of options for drawing on pension savings. Make an informed decision about your income in retirement and explore your choices with professional qualified advice.
- Business Protection
Business protection is all about insuring for the unexpected. It's a way of protecting your business if something goes wrong.
- Life Insurance
Provides a lump sum for your family to help them maintain their current lifestyle if you die prematurely
- Income Protection
Provides regular payments that replace part of your income if you’re unable to work due to illness or an accident
- Investments & Regular Savings
Make the best use of your capital or surplus income with advice specific to your needs and risk profile
- Estate Planning
Wealth succession planning that may reduce or eliminate inheritance tax payable on your estate.
The Financial Conduct Authority does not regulate on Estate Planning and Tax Planning.
- Later Life Planning
Meeting the cost of residential and nursing care in old age is a growing issue for many people in the UK. As life expectancy continues to lengthen, more of us can expect to require some form of long term care.
Why not try our handy Financial Calculators on pensions, investments, mortgages, inflation, tax and planning income and expenditure.They are free to use and anonymous. Tax Planning is not regulated by the Financial Conduct Authority
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK
And our Terms of Business including our charges Terms of Business. Bark Financial Ltd. v13. 21 Nov 2023.pdf
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited dated 17th May 2023