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Barry Fitzsimmons , Financial Planning Consultant

Barry Fitzsimmons

Financial Planning Consultant

About Barry

Barry originates from South Cumbria and has a wealth of experience gathered during over 35 years working as an Independent Financial Adviser and in senior management positions at both a high street bank and regional building society. His wealth of knowledge helps to ensure his clients are in ‘safe hands’ when supporting them to achieve their financial aspirations. 

He provides advice across the South Lakes region in all areas of corporate and individual financial planning, ranging from investments and inheritance tax planning, through to individual and company Pensions and individual protection.

From our blog

State Pension Age rise delayed pending further review – will this affect your retirement plans?

  • 30th March 2023

Is 2023 the time to give your finances a health check?  

  • 22nd December 2022
Financial planning

How good financial planning can help offset the impact of the Chancellor’s Fiscal Drag

  • 21st November 2022

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