Minos Wealth Planning
Helping you navigate the financial labyrinth
Financial planning. Before investing, before buying a product, before taking advice, you need a plan
At Minos Wealth, we guide our clients to the life they’ve always wanted. Whether you’re planning for retirement, investing a windfall, or simply want a thorough financial health check, we have the knowledge and expertise to spur you into action and provide you with a plan for what lies ahead.
We provide investment advice that works for you, your lifestyle, your family and your future.
We help professionals, founders, retirees & high earners with:
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Pension
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Inheritance
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Windfall
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Retirement
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Investment
Why choose Minos Wealth?
Financial planning is rarely at the top of anyone’s priorities. Yet without an efficient plan of action for your money, everything else in life becomes trickier.
We’re often asked when is the best time to make a plan for the future and the answer is simply ‘now’.
We all worry about what lifting up the metaphorical rotting log will reveal, but leaving it undisturbed only creates more rot.
It’s easy to procrastinate and wait until you have perfect knowledge, but this time will never come.
Start here, now, with what you have. Then, in time, reflect, review and adapt.
At Minos Wealth, we take a methodical but holistic approach to planning your future. We offer our services in three clear steps, plus can provide one-off support if needed, and we work on a for-fee basis.
Whether you’re thinking about pensions, when and how to retire, investing, planning your estate or exiting your business, we’re in business to put your thoughts into actions.
“I can’t recommend Toby Barklem from Minos Wealth Planning highly enough! He was fair, clear and genuinely honest about the best options for me on where to invest as a US citizen living in the UK”
— Valerie Hundage
“We found Toby’s advice to be well considered, highly informed, credible, and tailored to our specific circumstances. He gave an honest assessment of our situation and coherent advice on what we should think about prioritising for the years ahead. Importantly, we never had any sense that Toby was upselling us - quite the opposite. I would highly recommend Toby to anyone looking for high quality financial advice!”
— Andrew Carey
“My wife and I found Toby provided excellent advice, taking the time to fully understand our current and future circumstances, and getting the whole picture.”
— Paddy Hanrahan
“Above all, Toby’s honesty and wealth of previous experience immediately won my trust and confidence in his advice. He clearly outlined different ways we could make use of the Minos Wealth services, but I didn't feel under any pressure that we had to use the services immediately. Our first meeting and initial follow-up emails felt like the start of a life-long relationship with Minos Wealth.”
— Rosalee Dorfman