Barbara's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 27 )
Retirement income (annuities, drawdown) ( 27 )
Investments and Savings ( 45 )
Pension Transfers - Non Specialist ( 6 )
Inheritance Planning ( 24 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 39 )
Financial Mentoring ( 9 )
Financial Coaching ( 1 )
( 4 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 9 )
£100k - £200k ( 6 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Hampshire
25 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Barbara Smith-Galer helped you?
Good timely advice
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
A wish to find the best sort of investments and inheritance tax planning.
How has Barbara Smith-Galer helped you?
Batbara has found successful investment funds and has been very proactive in suggesting opportunities for saving inheritance tax.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Financial Security
How has Barbara Smith-Galer helped you?
Choose investments
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Funds from Pension lump sums and inherited wealth
How has Barbara Smith-Galer helped you?
Keeps me up to date with financial developments, makes sound recommendations within my agreed risk profile. Keeping my fund tax effective with use of ISA Allowances
Have you seen the outcome you were hoping for?
Generally yes, steady growth with wealth moving in the right direction
What could they have done better?
Not really.
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed an adviser because I am not confident in financial matters and investments.
How has Barbara Smith-Galer helped you?
Barbara has given me firm advice over the years in a way that I can understand, she is friendly and always happy to answer clearly any questions I might have.
Have you seen the outcome you were hoping for?
Yes I am satisfied with the results of the help and advice she has given me.
What could they have done better?
Nothing.