BARRY WILKINSON

With over 20 years of experience in the finance sector, I am the Director of a boutique brokerage that prides itself on combining modern financial solutions with old-school values. My team and I are dedicated to building lasting relationships with our clients, staying by their side at every stage of their financial journey. We focus on delivering personalised service and treating each client’s financial goals as if they were our own.

As a Finance Specialist Broker, I’ve had the privilege of assisting hundreds of individuals and families—whether they’re first-home buyers, seasoned investors building property portfolios, refinancing to secure better rates or improve cash flow, or professionals seeking tailored financial solutions such as SMSF lending, Commercial loans, or Specialised Medical Finance.

Having observed the evolving trends in the mortgage broking and finance industry, I’ve come to understand what people value most and how they want to be treated. The need for experienced brokers who prioritize personalized service and expertise is more crucial than ever. As the business grows, we remain committed to upholding the same core values that align with our clients’ financial goals.

Over the years, I’ve developed a comprehensive approach that goes beyond securing competitive loan rates. I take pride in becoming a trusted member of my clients’ financial team, helping them uncover opportunities they may not have considered and coaching them toward long-term financial success

I’m passionate about educating clients on financial management, including budgeting, goal-setting, and developing habits to pay down debt faster. My approach emphasises the importance of setting clear, actionable goals—whether for the next 1-3 years or 3-5 years—and celebrating the small steps that lead to significant milestones.

As Director of a small brokerage, I foster a culture of care and commitment. My team embraces time-honored practices like maintaining regular contact with clients, providing personalised advice, and demonstrating a genuine interest in their financial well-being. These values, paired with our industry expertise, set us apart in the crowded world of lending and finance. Showing people to make things work is my passion! 

Outside of work, I enjoy staying active, spending quality time with my young family and friends, and traveling to explore new parts of the world and experience different cultures. As a proud Scot, I never miss the chance to cheer on Glasgow Celtic—whether it’s from the stands in Scotland or from afar.