Our Team

Peter has been in financial planning for 35 years. His aim when setting up Barlow Financial was for it to be a client-focused company providing high-quality Independent  Financial advice along with friendly and efficient service. Peter is married with 4 children and enjoys travel, cycling and reading.

Phillip is a Private Client Adviser.  He specialises in creating and managing Investment Portfolios and has nearly 30 years in the profession. He is also expert in Retirement Planning and brings a warm and professional approach to financial planning. He is married with 2 sons and a grandson.

Mike is an Independent Financial Adviser specialising in mortgages. He has 9 years of experience working within the property market. He takes pride in providing expert and efficient advice to his clients. In his spare time, Mike enjoys mountain biking and running.

Daniel is our researcher and provides a valuable support network for our Financial Planners.  His area of specialism is Portfolio Reviews. He is an accredited member of the London Institute of Banking and Finance. Dan is married and enjoys all sports.

Helen is our leading researcher with 25 years of financial services experience. She is married with 2 children and enjoys running and cycling in her spare time.

Ruth has worked in financial services for 11 years. She is our main administrator and is married with a son. She enjoys travel and shopping.