73 reviews | 1 verified advisers
Review for Barry Martin
How has Barry helped you since your last review?
Barry continues to provide me with the support and consistency in his advice that I feel are pertinent and important to me and my needs. I can’t recommend Barry highly enough.
Review for Barry Martin
How has Barry helped you since your last review?
Barry’s continued care and advice ensures we can spend as we wish, help our kids and enjoy our retirement without worrying. We are reassured that if anything happened to one of us that Barry and Philippa would be on hand to help the other. We have complete trust and confidence in JBM.
Review for Barry Martin
What were the circumstances that caused you to initially look for a financial adviser?
Dealing with my own investments and with approaching retirement felt I needed a professional opinion on how best to move forward.
How has Barry helped you?
Advised me and addressed my portfolio to reduce my exposure to high risk and ensuring that a sensible plan was in place for my retirement.
Have you seen the outcome you were hoping for?
I am happy with the advice although unfortunately the market has not grown as well as expected for the first two years.
What could they have done better?
Nothing.
Review for Barry Martin
What were the circumstances that caused you to initially look for a financial adviser?
Started being a landlord
How has Barry helped you?
Collected pension into one pot and advised on general financial matters
Have you seen the outcome you were hoping for?
Generally yes but stock market has been volatile through no fault of adviser
What could they have done better?
Be in touch more often than once a year
Review for Barry Martin
How has Barry helped you since your last review?
Answered some queries and provided prompt guidance.
