Reviewed for
Insurance and Protection ( 6 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 6 )
Investments and Savings ( 19 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 8 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 12 )
Financial Mentoring ( 1 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 6 )
£200k - £500k ( 2 )
£100k - £200k ( 3 )
£50k - 100k ( 3 )
Up to £50k ( 3 )
Review
by a verified client in Somerset
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our previous advisor is retiring soon and Rupert was recommended
How has Rupert Barlow helped you?
please read above
Have you seen the outcome you were hoping for?
The market seems a little slow at the moment, not as i'm a expert far from it but hopefully in time things should improve
What could they have done better?
Brought Port and champagne round
Rupert:
Thanks so much for taking the time to complete the survey and valuable feedback - we will keep the champagne and port in mind!Review
by a verified client in Somerset
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My husband, Peter, and I had sums of money, small and large, invested across various accounts in many financial institutions. We wanted advice on how to invest it safely, yet secure a decent return on our savings. Peter, took care of the finances. Sadly, he died some years ago and after his death, Rupert proved to be a tower of strength and good advice. He is very sympatico, has great reserves of patience and good humour and has the client's best interests at heart. I suppose the bottom line is, is he making me money? Yes! Thank you, Rupert!
How has Rupert Barlow helped you?
See above!
Have you seen the outcome you were hoping for?
Yes!
What could they have done better?
I don't know,
Rupert:
Thank you so much for your lovely comments, it's our pleasure to work with you and we're so pleased that we have been able to help over the years.Review
by a verified client in Somerset
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
financial security
How has Rupert Barlow helped you?
yes
Have you seen the outcome you were hoping for?
in progress
What could they have done better?
nothing so far
Rupert:
Thank you for taking the time to complete the survey and for your kind comments. We look forward to working with you over the coming years.Review
by a verified client in Bristol
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Became Widowed. Needed financial advice for myself and children’s future.
How has Rupert Barlow helped you?
He has helped me with investments, life insurance, Trust funds, pension advice.
Have you seen the outcome you were hoping for?
Yes, unfortunately the stock market in the last couple of years have made an impact on my investment’s, which has not been great but since I’ve switched to Quilter they have been on the up. Pleased with my bonds that Rupert advised they have grown nicely, also my life insurance cover is much better.
Rupert:
Thank you so much for taking the time to provide invaluable feedback. It's been a pleasure to be able to help you.Review
by a verified client in Somerset
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My financial advisor is retiring so I had to change, my advisor recommended Rupert
How has Rupert Barlow helped you?
Rupert arranged all the transactions of my savings. I don’t have a clue about investment so I trust him to do a good job.
Have you seen the outcome you were hoping for?
Early days but everything seems in order.
What could they have done better?
Nothing Rupert and Sarah did a great job.
Rupert:
Thanks so much for your lovely comments and for taking the time to complete the survey. We look forward to working with you over the coming years.