Kaylan Barge.
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Joined-up advice across the things that matter most.

Buying a home, planning retirement, growing what you've built, and protecting the people who depend on you — each comes with its own questions. Here's how I can help.

01 — Mortgages

The right mortgage, sourced across the whole market.

From your first home to your fifth, the right mortgage depends on more than just the headline rate. I look at the total cost, the flexibility, and how it fits the rest of your financial picture — then research the whole of market to find it.

  • First-time buyer mortgages
  • Remortgaging & product transfers
  • Moving home
  • Buy-to-let & let-to-buy
  • Later-life lending & equity release referrals
  • Protection: life, critical illness & income protection
02 — Pensions

Plan a retirement on your terms.

Most people retire with a patchwork of pensions accumulated over a career. I help you understand what you have, where the gaps are, and what it will take to retire the way you want to. When the time comes, I'll help you draw it down tax-efficiently.

  • Personal & workplace pension reviews
  • Pension consolidation
  • Retirement income planning
  • Drawdown & annuity advice
  • Tax-efficient contributions & allowances
  • Self-employed pension planning
03 — Investments

A portfolio built around your goals — not someone else's.

Your investments should reflect what you're saving for, when you'll need the money, and how much volatility you can live with. I build portfolios that fit, using tax wrappers efficiently and reviewing them as your circumstances change.

  • Stocks & Shares ISAs
  • General Investment Accounts
  • Investment bonds
  • Junior ISAs & investing for children
  • Lump sum & regular savings strategies
  • Ethical & sustainable investment options
04 — Protection

Cover for the things you can't predict.

If you're the one paying the mortgage, raising the kids, or running the business, the right protection means none of that has to stop when life takes an unexpected turn. I'll help you work out what you actually need — and find cover that does the job without paying for things you don't.

  • Life insurance & family income benefit
  • Critical illness cover
  • Income protection
  • Whole-of-life cover
  • Business protection (key person & shareholder)
  • Reviews of existing policies you already hold

Not sure where to start?

That's normal. Most clients come in with a single question and we figure out the bigger picture together. Book a free call and we'll go from there.

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