"Charlwood Leigh has played an important role in providing our family with regular investment advice for many years now. We have appreciated their help in setting up my mother’s trust and arranging mortgages for our sons."
Client since 1998

"As the majority shareholder and Chairman of Charlwood Leigh Ltd since 1990, I am pleased that, with the commitment and effort of our staff, we continue to provide clients with a superior level of service.  The Directors have worked closely together for over 20 years and have developed and maintained a successful business."

The Right Honorable Viscount S H M Gough
Chairman

Nick Barker Dip FA, MIFS

Managing Director

Nick joined the company in 1985, following in his father’s footsteps.  His extensive experience within the firm has enabled him to maintain the ethos of “service is paramount” and he is proud of the reputation Charlwood Leigh has gained with many satisfied, long-standing clients. 

Nick advises both individual and corporate clients on a variety of financial and wealth matters, in addition to dealing with the compliance issues within the business.

As a frustrated farmer, he enjoys gardening and travelling.

Grant Hughes Cert CII (Life & Pensions)

Sales Director

Grant has worked at Charlwood Leigh for over 21 years, looking after a wide range of corporate and individual clients and their families. He started his career in a large assurance company as a Pensions Technical Specialist.  He has a wide range of qualifications, including those necessary to deal with the more complicated aspects of pensions and Trusts, as well as issues surrounding long term care for the elderly.

Grant is married with two children, and his hobbies include sailing, going to the gym and martial arts - he is a 2nd Dan Aikido Black Belt instructor.

Julian Barrow LLB (Hons), APFS, Certs CII(MP & ER)

Senior Adviser

Julian joined Charlwood Leigh as an IFA over 10 years ago, his experience in the industry spans over 14 years.  He holds the Chartered Financial Planner qualification and works with a very broad client base.  He advises on multi-generational planning for families, covering long term care, inheritance tax and Estate planning for the elderly, as well as advising on investments, pensions, mortgages and equity release.

Julian is married and spends much of his spare time with his three children, horses and dogs then, time permitting, participates in motor sports.

Stephen Danks Cert PFS

Adviser

Stephen has worked at Charlwood Leigh for 3 years.  He has a wealth of experience in banking and financial advice, having worked within the industry for 25 years.

Stephen is married with two sons and enjoys football at all levels and playing golf.

Reg Francis

Retired

Reg was one of the original founders of the firm back in the 1960’s. He is now retired, but retains an office here and can bring to bear his considerable experience and judgement when markets are turbulent.

He is still in regular contact with his clients, although their affairs are now looked after by other advisers here.  His extensive knowledge of their circumstances and requirements is still a valuable resource for us.