0330 038 8938
Based in Inverness
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Barry is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Barry's status
Last checked: 02 April 2026
Barry is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Barry's status
Recent Client Reviews
Barry has not received any client reviews in the past 12 months
Barry has not received any reviews in the last 12 months
Barry has not received any client reviews in the past 12 months
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: 02 February 2026
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.
4
Qualifications Uploaded
Barry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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 not yet added their fees to their profile
Fees not yet added
Barry has not yet added their fees to their profile
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Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Barry (based on 3 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 3 first impressions)
I am married with two young children. Outside of work i enjoy travelling and motor sport. I have been involved in the financial services industry advising and helping clients for over 10 years so have a wealth of experience. I provide my clients with peace of mind by helping them make sensible financial decisions with regards to their financial affairs and life goals. I create bespoke Lifestyle Planning strategies for clients providing sound and trustworthy advice. The ultimate aim is to enable my clients to fulfil their dreams and aspirations both pre and post retirement without fear of running out of money. For several years now I have worked with Succession Wealth who are a national firm of independent wealth planners and I operate throughout central and the north of Scotland. I specialise in advising on: Investments Pension and Retirement Planning Pension Transfers General Tax Planning Venture Capital Trusts Enterprise Investment Schemes Business Property Relief Trusts