Established in 2013, the team at Barlow Irvin Financial Services has many years’ experience providing practical financial planning advice to people, families and businesses in Bolton and the surrounding area.
We provide advice across a wide range of services including, mortgages and protection. We are committed to putting our clients at the heart of everything we do and to developing long-term relationships. This is achieved by ensuring that we understand the individual needs of each client, and by implementing tailored financial plans to address those needs.
At Barlow Irvin Financial Services, we pride ourselves on our friendly and approachable nature, and on playing an integral part of the local community.
Gary is the founder and director of Barlow Irvin Financial Services Ltd. He has been in the finance industry for over 20 years and has specialised in mortgages since 2003. As well as running the firm he is still actively involved in advising clients. Away from work, he is a keen Liverpool FC supporter and helps to coach Turton Canons Under 13’s basketball team. He also spends time watching his son play football and cricket and being “Dads taxi” to his teenage daughter.
Kath is the second longest serving member of the Barlow Irvin team, having joined in 2015 after having been a long-standing client of Gary’s. She is our Client Services Manager and is responsible for the smooth running of the office as well as making sure our clients applications progress as quickly as possible. She previously worked in the legal sector. In her spare time, she enjoys spending time with family and friends and can often be found treading the boards with her local amateur dramatics’ society.
Claire joined Barlow Irvin as a temporary maternity cover in the admin team. She then stayed on full time and has now qualified to become a Mortgage Advisor. In her role she helps existing and new clients find the perfect mortgage and protection for their needs. Prior to joining us, she held a variety of roles in corporate, public sector and industrial settings. Once here, she continued her commitment to lifelong learning and completed her CEMAP exams. Away from work, Claire enjoys family time, reading psychological thrillers, travelling and crafting
Becky joined the team in 2020. She is a member of our Client Services team and her role involves the progression of client’s applications and liaising with mortgage lenders, insurance providers, solicitors, and estate agents. Becky enjoyed a career break to raise her family prior to joining Barlow Irvin, although during that time she set up Wake Up Walmsley, a successful breakfast club for local school children. During her spare time, she enjoys visiting family and friends, reading trashy novels, retail therapy and “hinching”.
Jade is our in-house Protection Specialist. Her job is to advise our clients on the most appropriate insurance for their needs. This includes Life Insurance, Critical Illness, Income Protection, Health Insurance and Home Insurance. Prior to working in financial services, Jade was an estate agent for 12 years. Being close to the financial sector, she decided to focus her energy on insurances. In her spare time Jade enjoys going out nice meals with friends and family and having one too many cocktails before getting on the dance floor! She is also trying to get fitter and has recently purchased a new Garmin watch for herself and her 7-year-old niece, so they can monitor their progress on their bike rides.
Want to know more?
To find out more or to arrange a meeting with us, please
call 01204 304 814, or email email@example.com