When I left the armed forces I wanted to know where to invest my forces pension to provide the best investment for my retirement.
Barry gave me sound advice on how to spread the risks to ensure I made a good return on my investments long term
I am seeing a good return on my investments. Particularly pleased as this has been a difficult year.
Nothing, I am very happy with the advice so far.
Barry was recommended to me by a very good friend. The advisors I was working with previously was all done via email or over the phone and I prefer and really wanted to work with an advisor who I could meet with face to face, which I did do several times, prior to lockdown etc and this will resume again at some point in the future.
Barry has provided me with consistent and sound advice from day one with regards to my pensions. His experience and knowledge has made me feel very comfortable and I'm extremely pleased he now provides the advice I want and need.
Yes, indeed I have.
Nothing comes to mind to be honest, all good in my experience to date.
Initially, I looked for a financial adviser when my earnings allowed me to start saving and we started a family and I wanted help with investment as well as insurance and investment. Later, by which point the children had finished school and I was a few years away from retirement, I sought advice in relation to pensions and retirement. Most recently, the focus has been on having a secure retirement income and inheritance planning.
Barry has helped me in a broad range of areas including investment and savings for my wife and myself, planning for my retirement, providing financial advice in relation to my management consultancy business, making adequate provision for a pension for my wife and most recently in relation to detailed inheritance planning.
Generally I have been very pleased with the outcome. Barry's advice in relation to the 2008 financial crisis meant my investments recovered very well and the performance since then means we have a secure income in retirement. His advice when I set up my management consultancy business and eventually when I ceased trading resulted in it being very tax efficient. More recently I have been very satisfied with his advice on family trust arrangements and the performance of associated investments. Barry has been very prompt in dealing with any queries I have had and provides any information I need in a timely manner.
Needed advice on investments and savings
Barry gave advice and help that suited not only our circumstances but also our values. We have always appreciated his friendly enthusiasm and prompt attention. He has been our personal financial advisor since 2007.
My late husband and I were in business together and realised that we needed greater protection, especially as we had several student aged children at the time.
He helped us assess the levels of cover we required and in specifically which areas should the worst happen, which it did. Barry also helped with SIPP planning and management.
Sadly, yes, because we did need to call on the appropriate insurances when my husband became ill and died at an unexpectedly young age. Nothing makes up for that, but it was an enormous relief to know that there were financial safety nets in place.
I cant think of anything right now.