Barry Godfrey serves as the Regional Manager at Select Asset Management Ltd, where he leverages his extensive experience as an Independent Financial Advisor to provide clients with tailored portfolio planning solutions for offshore investments. With a focus on equity and bond markets, managed funds, and...
Barry Godfrey serves as the Regional Manager at Select Asset Management Ltd, where he leverages his extensive experience as an Independent Financial Advisor to provide clients with tailored portfolio planning solutions for offshore investments. With a focus on equity and bond markets, managed funds, and unit trusts, Barry is adept at navigating the complexities of global investment landscapes. His expertise in structured tax-efficient investments and inheritance tax planning positions him as a trusted advisor for clients seeking to optimize their financial strategies.
In his current role, Barry is instrumental in driving new business development initiatives, fostering relationships with clients, and leading a dedicated team of financial professionals. His strategic financial planning skills enable him to craft personalized investment strategies that align with clients' long-term goals, whether it’s securing retirement income, funding education for future generations, or managing inheritance tax liabilities. Barry’s commitment to code compliance ensures that all financial advice adheres to regulatory standards, providing clients with peace of mind.
Key projects under Barry’s leadership include the implementation of innovative portfolio management techniques that incorporate alternative investments, enhancing diversification and risk management for clients. His ability to build and nurture high-performing teams has not only contributed to the growth of Select Asset Management Ltd but has also elevated the overall client experience. With a keen eye on market trends and a passion for financial services, Barry Godfrey continues to make significant contributions to the field, empowering clients to achieve their financial aspirations.
