Barbara's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 34 )
Retirement income (annuities, drawdown) ( 32 )
Investments and Savings ( 50 )
Pension Transfers - Non Specialist ( 8 )
Inheritance Planning ( 29 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 45 )
Financial Mentoring ( 9 )
Financial Coaching ( 1 )
( 4 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 10 )
£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
16 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was advised to do so by my pension management company
How has Barbara Smith-Galer helped you?
In advice about my investments and pensions
Have you seen the outcome you were hoping for?
Yes considering the unstable financial economy in recent years
What could they have done better?
Barbara has done what I required and is friendly
Review
by a verified client in Dorset
16 hours ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My pension is with Her company
How has Barbara Smith-Galer helped you?
Helped me and my wife with Retiremnet planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really I feel
Review
by a verified client in Wiltshire
a day ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I inherited my late husband’s pension and I needed help in continuing to keep it invested in a draw down pension.
How has Barbara Smith-Galer helped you?
She recommended and set up an annuity. She monitors my personal pension and set up a stocks and shares ISA and a savings account. She has given advice on financial matters generally.
Have you seen the outcome you were hoping for?
Yes, so far.
What could they have done better?
I’m not sure that she could.
Review
by a verified client in Wiltshire
7 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to optimise my pension pots.
How has Barbara Smith-Galer helped you?
She advised on consolidation of different pensions into one more manageable investment.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing comes to mind.
Review
by a verified client in Hampshire
22 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My wife and I have used Argentis and its predecessors for more than 20 years
How has Barbara Smith-Galer helped you?
Super pensions advice and advice on investment
Have you seen the outcome you were hoping for?
Yes +++
What could they have done better?
Nothing comes to mind