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Transforming your financial future through expert guidance

A Legacy of Expertise in Corporate & Individual Advice

Newton-Barr has been a respected authority in corporate and individual advice for over 30 years. Founded in 1989, we have guided clients through a myriad of financial challenges across industries and geographies. Our team of seasoned professionals boasts over a century of combined experience, providing unparalleled expertise in employee benefits, pensions, and wealth planning.

Tailored Solutions for Diverse Clients

From advising small and medium-sized businesses to FTSE companies, our tailored approach ensures each client receives bespoke solutions tailored to their unique needs and aspirations. We understand that every business and individual is different, requiring customized strategies to navigate their specific financial journey.

Empowering Employees Through Human Connection

At Newton-Barr, we strongly believe in the power of human connection and personalized communication. We go beyond simply providing technical advice by actively engaging with clients on a personal level. This allows us to understand their needs, anxieties, and aspirations, leading to more impactful and lasting solutions.

1. Corporate Employee Benefits

  • Design, implementation, and management of pension and other employee benefits programs.
  • Comprehensive communication and engagement strategies to enhance employee uptake and understanding.
  • Consulting on legislative changes and compliance requirements.

2. Individual Financial Planning

  • Comprehensive financial planning tailored to individual needs and goals.
  • Guidance on retirement planning, investments, and wealth management.
  • Assistance with tax planning and estate management.

3. Pension Expertise

  • Comprehensive analysis and valuation of existing pension plans.
  • Strategies for optimizing contributions and maximizing benefits.
  • Guidance on navigating through complex pension regulations.

4. Wealth Planning

  • Personalized wealth accumulation and preservation strategies.
  • Investment planning and risk management solutions.
  • Holistic approach to financial well-being.

5. Specialist Expertise

  • Corporate Governance and Pensions Consulting
  • Reward and Incentive Design & Implementation
  • Employee Assistance Programs (EAPs) & Wellbeing Initiatives
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