Minos Wealth
Minos Wealth is founded by Toby Barklem, a chartered financial planner and financial coach.
Providing solid foundations and realistic, actionable plans is Toby’s modus operandi. He started his career in the Army, as an officer in the Royal Artillery regularly deployed overseas, before moving to investment roles at a couple of large financial firms where he focused on how people manage their money.
Now, with Minos Wealth, Toby distils these lessons to create a financial planning firm that builds long-term client relationships based on trust, integrity and expertise.
At Minos Wealth, you can expect:
Complex problems communicated simply;
Regulated technical expertise;
Comprehensive industry knowledge;
Extensive understanding of the financial markets;
Clear, practical support for your decision making;
And a clear overview of ‘the big picture’.
Minos Wealth provides regulated financial advice and takes a holistic approach to creating workable plans for your future that combine both technical expertise and practical real-world knowledge.
Our accumulated wisdom and life experience ensures your future is mapped out – with a path that works for you.
You can make a start by booking time with us here:
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Investing is not complicated, but it is hard to do. The nature of financial markets can push us to act against our own self-interest. Keeping some simple principles in mind can help.
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Many people live above their means and many are frugal to a fault. Clear-headed analysis and lots of comparative experience can help you understand your tendencies and create certainty and comfort.
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Some people with wealth have a drive to acquire. Some are simply brilliant in their field. And some are lucky. But however acquired, we can help you put your wealth in the service of your deeper goals and desires - whether that is leaving a legacy, pursuing an interest or finding a feeling of safety.
Our network
Minos Wealth is an appointed representative of New Leaf Financial Services Ltd. By being part of this network, our boutique firm can leverage the support of a large organisation without losing the benefits of being agile, service-driven and distinctive.