Toby Barklem

I’m a natural planner – planned in the army, planned in my corporate career, now I help people plan their financial lives. A financial planner can bring benefits on several fronts – sometimes its picking the right investment and sometimes it’s deploying some technical or numerical skills. But often it’s as simple as listening to you and drawing out what you really want from a complicated personal picture. I hope I bring a depth of life experience to guide you through that process.

I can help you think about retirement, I have a strong investment background and can also help with estate planning issues.

I started my career in the Army. I went to Sandhurst and served for 7 years, deploying repeatedly to Afghanistan. When I left the military I worked for a couple of larger financial businesses running teams, but always focusing on how people manage or invest their money. I started a financial planning business in 2024 because I thought it was the best way to deliver a great service to people.

On the home front, my beautiful wife Tamara and I have three young children. We live in Bow in East London. We both have a strong sense of community and find it in spades where we live.

Likes

Plans

Bronze Age Greece

Learning new things

Dislikes

Mess

Driving

Being judgemental