Tony Barker
Barker Financial Planning Limited
Minimum savings/pensions: Any amount
Minimum mortgage: Any amount
0330 038 8942
Based in Rochester
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: April, 2021
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Tony and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 March 2025
Tony and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Tony has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tony has received 4 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 28 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
7
Qualifications Uploaded
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tony has not yet added their fees to their profile
Fees not yet added
Tony has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Tony and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 20 March 2025
Tony and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Tony has received 4 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Tony has received 4 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 28 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
7
Qualifications Uploaded
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
7 qualification certificates available to view
Tony has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Tony has not yet added their fees to their profile
Fees not yet added
Tony has not yet added their fees to their profile
May I take this opportunity to thank you for taking the time to view my Profile. I started work in Financial Services in January 1992 and have established myself as a highly respected Financial Planner, having built longstanding relationships with both individuals and business owners. I pride myself on developing lifelong client relationships, whereby I provide you with a bespoke and personalised service in order to become your trusted adviser for all of your Financial Planning needs. I recognised that I am able to provide both individuals and business owners with a more personalised bespoke financial planning service, by establishing my own practice within St. James's Place Wealth Management. Whilst I am based in Rochester, I provide Financial Planning services to both individuals and business owners throughout the whole of Kent and more widely London and the South East. I am also committed to ensuring that my Industry Knowledge continues to be up to date and relevant, by placing a strong emphasis on my own personal development which, in turn, enables me to provide excellent Financial Plans for my clients. Outside of this, I like spending quality time with my family. I also enjoy DIY, going to the theatre, as well as walking, cycling, playing golf and watching rugby, football and horse racing. If you are currently concerned about a particular issue such as Retirement and Investment Planning, Protection, Business Protection or Inheritance Tax Planning, then please do not hesitate to contact me for further information on 07784 255860 or email me at tony.barker@sjpp.co.uk. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. 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. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. 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 24/06/2024
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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Adviser Disclaimer
The 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives