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Our People

Meet the team at Chartered Independent Wealth Management

Barrie Roberts DipPFS

Independent Financial Adviser

Barrie has provided financial advice to clients for over 38 years, having experienced and advised clients through some of the largest changes in the world economy. Barrie is diploma qualified and has worked in the UK's largest financial organisations, bringing a depth of experience and knowledge that clients value.

Insights into understanding your financial world

Visit our ‘Insights’ section for the latest news and comments, where you can read or download our lifestyle and financial planning magazine and guides. To find out more about how we can help you, please contact 01952 250024 or email