Rupert Barlow

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

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,

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

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.

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.

What were the circumstances that caused you to initially look for an adviser?

As a retired couple we sought advice on maintaining and enhancing the value of our investments/ savings.

How has Rupert Barlow helped you?

Rupert has helped us by opening conversations about the various options available - their merits and risks etc.

Have you seen the outcome you were hoping for?

We have. Our investments have regained their pre Covid value and we continue to be optimistic about further growth.

What were the circumstances that caused you to initially look for an adviser?

Looking to change pension provider after poor performance

How has Rupert Barlow helped you?

Rearranged pension to a fund which is performing well. Reviewed savings and investments to make them tax efficient.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing - superb service!

What were the circumstances that caused you to initially look for an adviser?

We have known Rupert (and Sarah) for a number of years, and have always found their advice useful, since they started working independently we found that their advice has become invaluable.

How has Rupert Barlow helped you?

Rupert has taken over working with our investments and pensions, as they were under performing with our previous management team. The turn around has been dramatic and previous poor performance has suddenly completely turned around, while I understand that there’s been an improvement in the market, I feel that the main change has been due to the advice we were given by Rupert and Sarah.

Have you seen the outcome you were hoping for?

Yes, the improvement in our financial position has been very noticeable.

What could they have done better?

I don’t think that there is anything that they could have done better, they even visited us in our new home (about 80 miles further away), to make sure we were happy with their advice.

What were the circumstances that caused you to initially look for an adviser?

Looking for reliable advice no that I have retired

How has Rupert Barlow helped you?

Sound honest advice from somebody who listens effectively

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing at the moment

What were the circumstances that caused you to initially look for an adviser?

No time to move shares all the time

How has Rupert Barlow helped you?

Advice on best place for money to let it grow also inheritance tax planning

Have you seen the outcome you were hoping for?

Yes 10% growth on average

What could they have done better?

Nothing very attentive always happy to advise and help

What were the circumstances that caused you to initially look for an adviser?

To advise me on relocation of money in several accounts

How has Rupert Barlow helped you?

To tidy up my investments and savings

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I do not know

What were the circumstances that caused you to initially look for an adviser?

Was looking to see what options were available for an existing pension fund and life cover arrangements

How has Rupert Barlow helped you?

Rupert quickly understood my requirements and found options that met every one of them. He fully explained all the ins and outs in a clear and easy to understand manor. His recommendations were well thought out.

Have you seen the outcome you were hoping for?

Absolutely. Everything transferred incredibly smoothly and the overall service has been superb.

What could they have done better?

I can’t think of anything.

What were the circumstances that caused you to initially look for an adviser?

I had 2 conversations with the government agency whose advice was to do what l thought best with my pension pots.

How has Rupert Barlow helped you?

He explained what an annuity is and how my money could be invested to give me the best income.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing springs to mind!

What were the circumstances that caused you to initially look for an adviser?

I was gifted some money and didn't know how best to invest it.

How has Rupert Barlow helped you?

Rupert has helped me to understand how to understand and manage my finances, for now and the future. He has also done all the hard work of bringing two modest pensions together and investing them with better options for my retirement when it comes.

Have you seen the outcome you were hoping for?

The outcome has been more positive than I'd hoped for, especially in this economic climate.

What could they have done better?

They couldn't have done anything better for me.

What were the circumstances that caused you to initially look for an adviser?

I had sold my house and was unsure how to look after the capital

How has Rupert Barlow helped you?

Rupert spent time going through different options, checking all the time that I understood the different options which I really appreciated.

Have you seen the outcome you were hoping for?

Yes very much so

What could they have done better?

Nothing, I appreciate the patience, listening and answering my queries.

What were the circumstances that caused you to initially look for an adviser?

Having had a change in my employment status, moving from employed to self employed, I needed an adviser to review my retirement plans to ensure that I am in an appropriate fund with a robust strategy in order to keep me on track for retirement. It was also important to have someone who could review these plans on a regular basis, keep on top of any change in legislation and make changes where necessary.

How has Rupert Barlow helped you?

Rupert has given me peace of mind to know that there is someone that I trust looking after finances. He has been able to choose a fund for me that meets objectives and is currently providing a better return that my previous fund. He has also been able to produce some useful projections to show what i should be paying into my pension to make sure I can retire when I want to retire.

Have you seen the outcome you were hoping for?

Yes, so far I've been really pleased.

What could they have done better?

Nothing that I can think of, nothing was too much trouble.

What were the circumstances that caused you to initially look for an adviser?

Investment was with HSBC, felt their service was poor and investment wasn't growing as quickly aa I would have liked.

How has Rupert Barlow helped you?

He has talked to me on my level explaining all aspects where my money would be best placed.

Have you seen the outcome you were hoping for?

Yes, my investment has grown well.

What could they have done better?

I don't think they could.

What were the circumstances that caused you to initially look for an adviser?

Existing investments not performing well.

How has Rupert Barlow helped you?

Looked at existing investments, asked about my attitude to risk and advised on new investments, recommending how much I should keep liquid.

Have you seen the outcome you were hoping for?

Yes, the investments have grown rapidly.

What could they have done better?

I can't think of anything.

What were the circumstances that caused you to initially look for an adviser?

I was newly retired, had some money to invest and I needed some advice to gain the maximum benefit for my hard earned money.

How has Rupert Barlow helped you?

Rupert listened and came up with some ideas for my money. He was kind, courteous and professional and made sure I understood my options before going ahead, which is so important.

Have you seen the outcome you were hoping for?

Yes, my investments are working well for me. I am very happy.

What could they have done better?

I cannot think of anything to improve their performance.

What were the circumstances that caused you to initially look for an adviser?

New Rupert and Investec was moving out of personal financial advice.

How has Rupert Barlow helped you?

Advised me on pensions

Have you seen the outcome you were hoping for?

Yes a nlong term strategy has been agreed upon.

What could they have done better?

nothing

What were the circumstances that caused you to initially look for an adviser?

Previous investments were not performing as hoped. Rupert was able to provide alternative investment opportunities.

How has Rupert Barlow helped you?

He provided alternative investment opportunities and gave holistic briefings about them.

Have you seen the outcome you were hoping for?

Yes. Our new investment portfolio is outperforming our previous one and the management fees are less.

What were the circumstances that caused you to initially look for an adviser?

To plan financially future and retirement

How has Rupert Barlow helped you?

By providing information that helped me to make informative decision

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

What were the circumstances that caused you to initially look for an adviser?

Dissatisfaction with previous financial management team

How has Rupert Barlow helped you?

My investments have increased in value after previous stagnation and we have discussed future planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Cannot think of any improvements at all

What were the circumstances that caused you to initially look for an adviser?

I was looking to invest monies to give me a good return on my investment, also to ensure pension transfers were done effectively and invested correctly.

How has Rupert Barlow helped you?

He explained procedures and investment options and listened and accepted my views. He covered all aspects of my investments including setting up trust funds.

Have you seen the outcome you were hoping for?

My investments are performing well.