Barry Fleming and Partners (Tax, Trusts and Investment Planning) Limited
Financial Services • 
Newbury, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | Lower Woodspeen Court, Lambourn Road, Newbury, Berkshire RG20 8BL, GB |
| Phone number | +441488608686 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | IFA, Tax Planning, Investment Planning, Pensions, Trusts, Retirement Planning, Business Services, ISA, Newbury, Pension Sharing Orders, Protecting Your Estate |
| Founded | 1975 |
| Employees | 1-10 |
| Socials |
Key Contacts at Barry Fleming and Partners (Tax, Trusts and Investment Planning) Limited
Lisa Chantrey
Managing Director
Richard Fleming
It Director
Barry Fleming and Partners (Tax, Trusts and Investment Planning) Limited Email Formats
Barry Fleming and Partners (Tax, Trusts and Investment Planning) Limited uses 2 email formats. The most common is {first initial} (e.g., j@bafleming.co.uk), used 75% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@bafleming.co.uk | 75% |
{first name} | john@bafleming.co.uk | 25% |
About Barry Fleming and Partners (Tax, Trusts and Investment Planning) Limited
With offices in both Newbury and Altrincham Barry Fleming & Partners offer independent financial advice on Tax, Trusts, Pensions, ISAs and Estate Planning. We bring together up to the minute tax, estate, investment and retirement planning advice to create individual, ‘joined up’ financial strategies. This allows our clients to understand and have confidence in how they can best control, retain, and build their assets and income to achieve their objectives with least risk. A high level of service is key to our long-term client relationships. We work collaboratively. That means our clients can benefit at all times from having ready access to our team of financial planners. We are fee-based which has two material benefits for our clients - our fees are transparent and affordable and we avoid conflicts of interest. Our clients’ interests are our only interests. This approach has been the cornerstone of our 40 years of success in the business of financial planning.
Barry Fleming and Partners (Tax, Trusts and Investment Planning) Limited revenue & valuation
| Annual revenue | $769,995 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Barry Fleming and Partners (Tax, Trusts and Investment Planning) Limited has 4 employees across 4 departments.
Departments
Number of employees
Funding Data
Barry Fleming and Partners (Tax, Trusts and Investment Planning) Limited has never raised funding before.
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