Anthony Barrett

Expertise

Anthony is a Diploma qualified Corporate Benefit Consultant at Aspira and works out of our Bristol Head Office.

He has over 20 years’ experience in the financial services industry and has been advising clients for over 18 of those years. As a Corporate Benefit Consultant, he provides holistic corporate financial advice to a range of companies from SME level to some of the UKs most well-known companies. He works closely with them to help them meet their company wide objectives at both a corporate and budgetary level but also to ensure that their employees are financially well educated on the benefits available to them. Along with this he helps business owners ensure that they have sufficient business succession planning in place should the unforeseen happen.

He advises in a wide range of financial areas including pensions, automatic enrolment, financial education in the work place, private medical insurance, group death in service, group income protection, health cash plans, shareholder protection and keyperson cover.

Professional Qualifications

DIP PFS – Diploma in Financial Planning.
BCom – Bachelor of Commerce (Majoring in Finance and International Business) at The University of Tasmania (Australia).

Personal

Anthony lives in Bristol with his family. During his spare time he manages a grassroots football team at Rockleaze Rangers, where he is also a member of the Executive Committee. He is working towards becoming a qualified timekeeper for Bristol North Swimming Club. He and his family are avid Bristol City FC fans and have season tickets. When he does have some free to himself he likes to play golf, cricket and tennis.

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