Barney Wood in

Barney Wood

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Founder & Chartered Financial Planner at Choice Financial Planning Limited
📍 Leeds, England, United Kingdom

Barney is a Chartered Financial Planner and the founder of Choice Financial Planning. With nearly a decade of experience, he specializes in helping successful professionals and business owners navigate complex financial decisions to ensure they are on track to meet their goals. He is a graduate of Northumbria University.

Outside of his practice, Barney is committed to continuous learning and professional development. For three consecutive years, he has attended the "Humans Under Management" conference, consistently seeking new ideas and insights to implement in his business and better serve his clients.

After almost 10 years at his previous firm, he founded his own company to build a practice centered around answering clients most important financial questions.

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Experience
5 Years
Current Role
Founder & Chartered Financial Planner
Job Level
Leadership
Location
Leeds, England, United Kingdom
Personality Overview

How Barney shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Barney cares about

Holistic Financial Planning
His practice is built around answering core life questions for clients, such as ‘Am I on track?’ and ‘Can I retire early?’
Launching a Business
After nearly 10 years at his prior firm, he recently founded his own independent financial planning company, Choice Financial Planning.
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Career

Work history

3-2026
Founder & Chartered Financial Planner
Choice Financial Planning Limited
8-2025 - 3-2026
Chartered Financial Planner
Robertson Baxter
10-2023 - 8-2025
Trainee Financial Planner
Robertson Baxter
10-2023 - 8-2025
Trainee Financial Adviser
Robertson Baxter
9-2022 - 10-2023
Paraplanner
Robertson Baxter
In the press

Media appearances

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Education
Education details unavailable
Northumbria University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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