Barnes Mossman Financial Services

Barnes Mossman Financial Services Limited was established in 2004 by the partners of Barnes Mossman Limited (Chartered Accountants see www.barnesmossman.co.nz) to service the wider financial needs of its clients and the community.  In November 2008, Barnes Mossman Financial Services Limited welcomed Tobias Taylor to the team as a financial planning specialist in order to advise clients and guide the company forward.

Barnes Mossman Financial Services Limited offers a full financial planning service focused on clients needs.  We do this by protecting clients needs and building their net wealth by investing into well researched and diversified asset holdings.  Barnes Mossman Financial Services Limited is rapidly growing with clients from Barnes Mossman Limited and clients new to the Barnes Mossman “Group”.   We utilise specialist financial planning tools from market leaders in order to best help our clients meet their financial goals and needs.

We are staunchly proud to be a Hawke’s Bay owned business and our Directors, Peter Barnes, Tony Mossman, Nick Chrystall and Tobias Taylor are all recognisable and personable figures in the local community.  Our predominantly fee based (KiwiSaver and Insurance products only remunerate via commission) service is transparent both in cost and value to our clients.

We recommend an integrated management approach for your overall financial planning and investment management. This approach involves close communication between yourself, Barnes Mossman Financial Services Limited as your financial adviser and our investment managers and insurance partners responsible for the day-to-day management of your investments and insurance cover.

This integrated approach ensures close management, ongoing diversification and regular scrutiny of your needs.