About Us
Based in Huddersfield and Leeds, but serving clients across England & Wales, Bareham IFA offers independent, bespoke advice to help you achieve your financial goals. We believe that everyone, no matter their financial situation, deserves professional, friendly and fair guidance. Driven by expertise and always tailored to you.
Independent
We are not tied to any one company. We research the whole of the available market to find the right solutions for you.
Financial
From investment to tax planning, pensions to protection, we have the diverse and deep knowledge to guide you through.
Advisers
We are not in the business of sales. We present you with clear advice, designed to suit you and your objectives.
Meet Our Team
“I became a financial adviser because I love seeing the difference that good financial planning can make to someone’s life. Helping them understand their financial situation and how to get the most out of their money. Sometimes explaining things through my not quite gallery-worthy sketches.
A client once described me as being ‘passionate about pensions’, and whilst I hadn’t realised it at the time, I think she was right! The most rewarding client meetings I have are the ones where I get to see the difference first-hand. Usually involving people’s early retirement stories about all the things they are able to do now, such as dream holidays, long walks in the countryside, or just spending more time with their family. It is my goal to have these meetings with every client. Giving people the advice they need to secure the future they want to enjoy.”
James Bareham
BA (Hons) Dip FA
Director
“I started giving financial advice in 1981 – before shell suits became the fashion and even before Channel 4 launched. As with most people I’ve met in the industry, I just fell into my job. But, early in my career, I learnt that I loved the time spent working with individuals and their families to improve their financial situation. I look back with great joy at the times I’ve spent around many a dining room table, cup of tea in hand, helping some wonderful people.
As an adviser, the best part of my work was when I met someone who had an aim to retire at age 60, but I helped them to retire early with some careful financial planning. In my mind, it felt so rewarding to have helped them gain an extra few years of their retirement.
Whilst I no longer provide advice on a day-to-day basis, I continue to support our clients in a range of other ways by applying my 40 years’ experience in financial advice as a Director of Bareham IFA Ltd.”
Gordon Bareham
Dip PFS
Director
“The most rewarding part of my job is watching the results of careful financial planning come to life. Everyone’s objectives are different, but the seeds of plans to help meet those objectives often take root around a kitchen table with a cup of coffee and a biscuit.
I enjoy using my technical expertise and knowledge to help my clients achieve their goals. For some, that is financial freedom in retirement, allowing them to enjoy the things they have spent so long working towards. For others, it is simply knowing that their loved ones are protected if something goes wrong. Whatever their goals are, my clients know they can count on me.”
Chris O’Donnell
BSc (Hons) Dip FA
Independent Financial Adviser
What You Can Expect
Easy to understand advice
We know the world of finance can sometimes feel like another language. That is why we only speak in plain English (with a bit of a Yorkshire twang). Deciphering the jargon and making sure you fully understand your options so you can make confident decisions.
Ongoing support
The financial world is constantly shifting. Your personal circumstances might too. What was right last year might not be today. So we constantly review both your plans and the wider financial landscape. Seeing how we can adjust and react to ensure you are always getting the right solution at the right time.
Dedicated, friendly faces
We like to build strong relationships with every client. Taking great pride in the fact that some of our clients have dealt with Gordon or James for over 20 years. You will always have a personal adviser who will look after you for however long you are with us. Meaning you will know who to turn to when it comes to your finances.