Barron's reviews
Reviewed for
Insurance and Protection ( 7 )
Mortgages ( 1 )
Pensions ( 30 )
Retirement income (annuities, drawdown) ( 32 )
Investments and Savings ( 40 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 26 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 27 )
Financial Mentoring ( 6 )
Financial Coaching ( 1 )
( 2 )
Reviewers' assets
£500k+ ( 14 )
£200k - £500k ( 16 )
£100k - £200k ( 6 )
Up to £50k ( 2 )
£50k - 100k ( 3 )
Review
by a verified client in Cardiff
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Planning for the future, particularly in relation to retirement and protecting family future
How has Barron De Rose helped you?
Particularly through personalised discussion and future planning
Have you seen the outcome you were hoping for?
Absolutely!
What could they have done better?
My advisor has always been careful and targeted with his advice. However, there have been some publicly discussed aspects of St James's business practices, not my advisor's, which have caused concerns.
Review
by a verified client in Oxfordshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I decided to retire early and needed advise on my pension and income.
How has Barron De Rose helped you?
By giving me advice and recommendations on what to do with the various pensions myself and my wife had.
Have you seen the outcome you were hoping for?
Baron made good recommendations to me and the outcomes on my pensions are as expected.
What could they have done better?
After one year of retirement there is nothing I can see that we could have done better.
Review
by a verified client in Gloucestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
needed to plan for the future
How has Barron De Rose helped you?
Has given me good advice in planning for the future
Have you seen the outcome you were hoping for?
given economic conditions at times then yes
What could they have done better?
not much i can say
Review
by a verified client in Merseyside
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Barron De Rose helped you?
Excellent advice and explains things well and makes my financial situation easy to understand
Have you seen the outcome you were hoping for?
Yes and possibly better than I was expecting
What could they have done better?
Nothing
Review
by a verified client in Gloucestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Barron was recommended to me as I am approaching retirement and I needed a financial adviser to assist me with both my pensions and where best to invest our savings.
How has Barron De Rose helped you?
He has given us invaluable advice with our pension forecasts and where best to invest our savings.
Have you seen the outcome you were hoping for?
Yes, we are very satisfied with the outcome so far on our investments.