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Holly Mackay
Holly MackayFounder and CEO
Toby Barklem
Contributor

Toby Barklem

Principal and Chartered Financial Planner

London
Toby Barklem
Contributor

Toby Barklem

Principal and Chartered Financial Planner

London

Experienced financial planner with a background in the Army and corporate finance. Specializes in retirement planning, investment strategies, and estate planning. Founder of a bespoke financial planning business. Committed to delivering personalized financial solutions. Based in Bow, East London.

About 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

Information

Specialisations

Investment and savings
Pensions

Qualifications

Certified Financial Planner™ Chartered (APFS) Cert CII (MP)

Fee structure

Fixed £ fee