0330 038 8939
Based in Exmouth
View locationChecks carried out by VouchedFor
FCA Regulated
Barry and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 22 January 2026
Barry and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
6
Recent Client Reviews
Barry has received 6 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Barry has received 6 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 03 September 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
16
Qualifications Uploaded
Barry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
16 qualification certificates available to view
Barry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Barry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Barry has provided information on their typical fees
Barry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Barry (based on 9 first impressions)
100% of users who are not yet clients had a positive first experience with Barry
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Barry (based on 9 first impressions)
I have been providing independent financial advice and wealth management to private individuals and business owners at the highest level for more than 25 years, I have used this experience to create JBM Wealth Management Ltd Financial planning & wealth management can be a mysterious subject for many, filled with technical jargon and complex financial products, I like to keep it simple 'we look after the life savings of the families who are our clients'. "I really enjoy helping clients understand the wealth they need to live the lifestyle they desire, creating a link between family, business and wealth - real financial planning" Outside of work, its all about family life, my wife and I moved to Devon in 2010 before we got married, so we could live by the beach and raise a family, kitesurf and enjoy Devon life. We now have two young children and haven't looked back!