Barry Talman

As a Chartered Financial Planner and Fellow of the Chartered Insurance Institute I have a vast amount of knowledge of the financial services sector coupled with over 20 years experience. Prior to owning my own company I worked within the banking sector for 18 years in personal banking, commercial banking and as a financial planner, providing broad based advice, mainly to directors, professionals, retired clients and the agricultural sector helping them with practical solutions to the financial issues that concern them most. My advice covers all areas of wealth management, including, retirement planning, wealth protection, savings and investment planning. More details are available on my website at www.mglwealthmanagement.co.uk. However, my specialist field is within pension planning / retirement planning, including providing advice to those with Final Salary pension schemes. I understand this is a very complex area and ensure we undertake a detailed review and ensure the correct client outcome is arrived at. As a Partner Practice of St. James’s Place Wealth Management based in Bishop Auckland, my emphasis is on maintaining a long-term relationship with clients and to provide them with a source of trusted face-to-face advice as their financial needs evolve over the years. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 31/01/2025