Independent Financial Advice

The expertise you need to secure the future you want

Focused On You

Bareham IFA is a family-owned firm based in West Yorkshire, built on the belief that skilled financial advice lays the foundations for an exciting future. With decades of experience, we offer independent, bespoke advice in plain English. Helping you make smart and confident decisions. We are dedicated to making a difference in people’s lives, helping you realise your goals and creating a secure financial future for you and your family.

How We Can Help You

Retirement Planning

Do you know when you want to retire? We can help you bring your dream retirement to life with bespoke plans that fit your goals.

Savings & Investment

Whether you want to create a small nest egg, or invest for the future, we can find the right solutions for you.

Financial Protection

Life is unpredictable, but we can help you protect your family’s finances, bringing peace of mind for you and your loved ones.

The Bareham Way

Getting to know you

Everyone is different, so we take the time to listen to you. We are interested in your situation and what your aspirations are. This helps us to understand how best to advise you and allows us to set realistic objectives.

Building your bespoke plan

With your goals in mind, we then research and create a tax-efficient plan that lets you secure your financial future. We always present this to you before moving forwards, without jargon, so you can understand your plan and decide whether it is right for you. If you are happy, we put it into action.

Supporting your plan

We look after your plan for as long as you want us to, regularly reviewing it against your objectives to ensure everything is still on track. As the financial world is constantly changing, we stay up to date with the latest developments. Making recommendations so you can benefit from the changes.

What Our Clients Say

Testimonials

James has a very personable approach and we look forward to his regular visits and reviews. We feel as if he knows and acts upon our priorities in an efficient and constructive way. We must also commend his office staff for helping us through our occasional IT questions. Thank you for this opportunity to recommend unreservedly James and his staff.

Susan E

James has been our financial adviser now for nearly eight years after taking over seamlessly from Gordon Bareham. During this time we have really appreciated his expert advice and clear explanations on how and why to invest in protecting and growing our finances. We have been able to rely on his expert knowledge and caring approach in these demanding times when the global pandemic precipitated a genuine cause for anxiety. We have felt completely reassured that our finances are well looked after, and have therefore been pleased to recommend James to friends and relatives.

David E

Full knowledge and expertise in financial matters, making his suggestions and advice easy to follow and trust. The care, understanding and humour shown, enable me to have trust and confidence that I will be able to contact him for advice and support in the future.

Colin F

Over the years we have been very satisfied with every aspect of financial support from Gordon and, after his retirement, from James.

A seamless transfer!

Main points:

1. First and foremost, James’s empathy and understanding about our personal situation has always made planning and decision much easier and focussed. James goes out of his way to ensure he does get the full picture. He is a good listener.

2. The above characteristics have enabled planning and decision making much easier and focussed.

A perfect example of this is advice on supporting our grandchildren financially.

3. James displays full knowledge and expertise in financial matters, making his suggestions and advice easy to follow and trust.

Joan F

I have complete trust in their knowledge and expertise when dealing with our finances: even during these very challenging times. Gordon, James and Emma have always treated us as valuable clients and listened to our concerns.

Marion D

We have been clients of Barehamifa for many years now, originally using their expertise for our retirement planning and then, subsequently, for investment, tax and fund management. We have always felt comfortable with our investments and have received help whenever required with decisions, forms and “computer glitches”.

David D

James has always been accessible answering any calls / queries we may have had ,promptly. We have introduced him to family members and friends without any hesitation. Without a doubt we would strongly recommend using James for any financial advice you may require.

Jean F

It is our pleasure to recommend the services of James Bareham. James has shown a professional but caring approach in all our one to one meetings. With a clear understanding of our personal requirements, he consistently delivers a bespoke package giving us flexible lifestyle choices. All information given, is up to date and relevant thus helping us make the correct decisions for our future retirement plans.

John F

On retirement I was able to trust James to make all the best investments for my circumstances. He has always shown interest in my family circumstances and has given advice to meet our needs...it has been reassuring to have James available to answer any questions and keep us up to date with our money management.

Rosemary G

Couldn't be happier with our experience. James was personally recommended and is knowledgeable, always happy to talk and answer questions. Thanks to his planning and advice we are now able to fulfil our dream to move to the coast.

Clare B

As teachers, we had never really had any idea on how best to invest our savings - that is until we were introduced to Gordon! Since then, we have been making money to put towards our retirement and can rest easy, safe in the knowledge that Gordon is looking after our best interests in the way that best suits our circumstances, level of risk and future plans.

Gordon has a professional, yet really personable approach and always takes the time to answer any questions we might have about savings, investments and pensions in a way that is easy to understand and never patronizing. We are so grateful to our friend for introducing us to Gordon and his support in helping to secure a comfortable financial future for us both has been second to none!

Mary & Simon F

After the death of my husband, his work pension provider made an error and informed me that I was not eligible for my share of his pension, (the widow’s pension). My solicitor had not picked up on this, but Gordon advised me that a mistake must have been made and he helped me to chase this up, with the result that the widow’s pension was eventually given to me.

I then invested my savings with Gordon Bareham’s advice, and the investment has performed very well. I will be forever grateful for Gordon’s help, kindness and professionalism.