Barney Sears

What is your average day like:‍

My perfect day would start with a trip out for breakfast to our favourite local café with my partner and our Goldendoodle, Percy. Following breakfast, we would head out for a walk for some fresh air to allow Percy to blow off some steam. In the afternoon, if I was lucky enough, England would be playing at Twickenham, and we would find ourselves a nice spot to watch the game with a drink or two with friends (hopefully with something to celebrate by the end of the game). Alternatively, I have a passion for travelling and thoroughly enjoy exploring new places and countries.

What do you like most about your job?

What I love most about being a financial planner is building meaningful relationships with my clients and supporting them both in the lead-up to and throughout one of life’s biggest transitions—retirement. Helping them navigate through this financial journey, offering peace of mind, and ensuring they can fully enjoy the retirement they’ve worked so hard for is incredibly rewarding. I also thoroughly enjoy and spend a lot of time working with slightly younger clients who are in the accumulation stage of their financial journey, perhaps business owners or high earners who are looking for specific advice surrounding tax planning and building their wealth.

How long have you worked in Financial Services

I have been working in Financial Services for 7 years now, having started my career training at NFU Mutual

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What Barney's Clients Have to Say

Nick

I found Barney to be both polite and professional in our dealings and he ably demonstrated the necessary technical knowledge to guide me through my pension and retirement planning

Anita

Overall, we have enjoyed a very positive experience working with BRI and would highly recommend it to others.

I have been working with Barney for a couple of years, and his expertise has been instrumental in shaping my financial future.

Always professional and a pleasure to work with, I highly recommend Barney and BRI’s services.

They have an empathetic approach to our lifestyle and financial needs, planning the right portfolio to suit our requirements.

Barney Sears is a Financial Planner at BRI Wealth Management, supporting clients across Worcestershire and the surrounding areas with clear, confident advice at every stage of their financial journey. With over seven years of experience in financial services, Barney helps clients navigate retirement planning, tax-efficient wealth accumulation, investment management, and protection strategies—tailoring each recommendation to their lifestyle, goals, and family needs.

Having started his career with NFU Mutual and developed his skills further at Hazlewoods, Barney has spent the last several years honing his advisory approach at BRI, where he is currently working towards Chartered status. Clients value his calm, relationship-driven style, underpinned by technical knowledge and a focus on long-term planning. He works with individuals and families approaching retirement, as well as younger professionals and business owners looking to grow and protect their wealth.

Barney’s commitment to his clients shines through in the positive feedback he consistently receives. Whether helping someone plan a smooth retirement or aligning a business owner's personal and professional goals, he delivers tailored financial strategies with care and clarity.

Outside of work, Barney is an active board member of Worcestershire Advance and can often be found exploring the outdoors with his partner and their Goldendoodle, Percy. His perfect day might involve a walk, a rugby match at Twickenham, or travelling to new destinations—something he fell in love with during his time living in New Zealand as a teenager.

For those looking for a professional, personable, and thoughtful adviser, Barney offers the perfect blend of expertise and empathy to help build a financially secure future.

These testimonials are from current clients of advisors in the Trusted Advisor Network. No compensation (non-cash or otherwise) was provided in exchange for these testimonials. Trusted Advisor does not have any material conflict of interest with the persons giving these testimonials.

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