Barnard Lee Associates

Barnard Lee Associates was established in 1998 by partners Julian Barnard and Judith Lee.

Julian Barnard began his career in Financial Services in 1984 at age 26, when he trained at a brokerage in London, passing his LIA diploma in 1986. Julian worked for two tied agencies during the late eighties and early nineties, attaining further Professional Qualifications FPC 1, 2 and 3. As part of his continued professional development Julian attained specific Pension Income Options (JO5) certification in 2009. Julian decided to set up his own Independent Advisers in 1998 in order to provide his clients with the best possible/ most comprehensive service, backed by the choice of financial institutions and products. During his 25 years in financial services, Julian has built up a wide client base of varied individuals and has a wealth of experience to draw upon in helping clients manage their wealth.

Judith Lee began her career in Financial Services in 1988, age 23, having completed her degree at Manchester University. After several years experience, and having also attained FPC’s 1, 2 and 3 as a tied agent, she joined with Julian to establish Barnard Lee Associates. Judith is now a ‘non advising partner’ in the firm and provides customer relations, back office and facility management functions.

Barnard Lee Associates is based in Clapham, with clients spread geographically across the UK and Overseas.

Barnard Lee look to provide an individual service specifically tailored to the need of each individual.

Barnard Lee use state of the art technology to help provide good service but always look to be personal and encourage client contact at all levels.

Our aim is to provide long term and ongoing advise, building relationships with our clients that last life long and to help clients manage their money matters through all of life’s financial stages, from cradle to grave.