Hi, I'm Barry Goertz
Pensions, education planning, life insurance, lump sum investments, tax planning
Barry is a a proud, passionate, Independent Financial Advisor who is qualified to a UK compliant standard. Barry serves a distinct customer base and, for the benefit of his existing clients, only welcomes a limited number of fresh clients every year.
Barry has long been an industry advocate for providing transparent advice that supports the fiduciary standard.
Barry's investment approach is to provide deeply-researched asset allocation coupled with a disciplined, open architecture process seeking the best investment solutions from around the world. Ultimately, he's adamant that investments need not be costly and is very frank about all costs involved with his clients, including his own commission structure. Innovative solutions allow him to work openly with individuals to create a legacy of client success that underpins his business model.
My Favourite QuoteNobody can go back and start a new beginning, but anyone can start today and make a new ending.
More about Me
Barry is single with a Maltease dog named Jakey who gets plenty of attention. He is passionate about music and can play keyboard to a reasonable standard.
Football, going to the gym, reading.
Practising keyboard skills & listening to music.