Company Information

Get to know barnes welsh & perry

Barnes Welsh & Perry is a Partner Practice of St. James's Place Wealth Management, a FTSE 100 company. The firm specializes in providing face-to-face, long-term financial advice to private clients, families, and businesses. Their core mission is to help clients achieve their financial goals through a holistic approach that covers investment planning, retirement planning, inheritance tax planning, and protection. They emphasize building lasting client relationships based on trust and tailored service.

Industry

Financial Wealth ManagementPRIMARY
Financial Financial Advisement
Financial Other Service

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barnes welsh & perry

United States

Founded in

1987 (39 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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BVI FSC

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.