Antony Barton

Please provide a brief comment about your experience with Antony

Antony was very clear about what the company does and the fee arrangements

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

Having sold property and lacking experience or knowledge, I needed advice

How has Antony Barton helped you?

Antony provided the clarity of information required by a person investing for the first time, and he keeps on track of my investments so I have confidence that all is being handled well.

Have you seen the outcome you were hoping for?

Yes, definitely

What could they have done better?

I have no recommendations as to how things could have been done better as I have every confidence in Antony.

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

The need for long term financial planning and financial security.

How has Antony Barton helped you?

He has always given us sound advice after careful consideration of all aspects of our family life and planning for the future with regard to inheritance tax.

Have you seen the outcome you were hoping for?

Yes and it is a work in progress

What could they have done better?

I feel that they have performed in every aspect therefore no criticism

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

I have always had a vision of where I wanted to be financially and at what stage in my life. I wanted to have the opportunity to realise the hard work I have put in over the last 25 years so I started to look at who could work with me to pull all the various investments together.

How has Antony Barton helped you?

Antony has brought absolute clarity and simplicity to what can often be acronym's and binary allowing both me and my family to be fully involved and understand what we have.

Have you seen the outcome you were hoping for?

Yes, I am happy that Antony is instantly available to advice and explain on any aspect of my investments.

What could they have done better?

I have no recommendations as to how things could be done better.

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

When we retired we needed help with investments.

How has Antony Barton helped you?

I was widowed in 2018 and Antony was already our Financial Advisor. He has helped me through the stages of managing on my own and moving house.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I think everything has been done well. He is always available if I need a chat about things.

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

Long Term Financial Planning and Optimal Tax Planning alongside Pension Advice

How has Antony Barton helped you?

Really knows his stuff and provides confidence and clarity in decision making. Fantastic at providing advice on the 'what' but critically he is great to deal with and is really talented in the 'how'.

Have you seen the outcome you were hoping for?

Yes in terms of confidence in my long term financial planning for myself and also critically my family.

What could they have done better?

Nothing - great service

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

When retirement was approaching we felt the need to approach an adviser to help with the process

How has Antony Barton helped you?

Antony helped by suggesting options available to us. He continues to monitor the situation and maintains regular communication

Have you seen the outcome you were hoping for?

Happy with the outcome despite the ups and downs of the last few years

What could they have done better?

Nothing comes to mind

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

Required sound advice from someone we trust on how best to invest pension and savings for retirement income

How has Antony Barton helped you?

Gave sound advice at the start and continues to give good advice at our ongoing meetings

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing that I can think of

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

Lack of experience in the sector and accumulated wealth meaning it was important to get expert advice, rather than trying to deal by ourselves.

How has Antony Barton helped you?

By giving us strong guidance and support in where and how to invest . And then managing and keeping an watchful eye on those investments to ensure they are really working for us.

Have you seen the outcome you were hoping for?

Yes. I feel we are well supported and Antony understands where we're coming from in terms of our long term aims.

What could they have done better?

Nothing. The whole team are always extremely responsive and provide an excellent service. We value the relationship that we have with Antony and actually look forward to our meetings with him as an opportunity to catch up!

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

The need to combine several pension pots into a single location.

How has Antony Barton helped you?

By being clear in his advise on the options available and explaining how to optimise my investments.

Have you seen the outcome you were hoping for?

Yes. To date things have gone very well.

What could they have done better?

Not sure they could have.

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

Company pension fund that had cash available to invest.

How has Antony Barton helped you?

Organised investment for the company's and my own private pensions

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

All results relevant to the stock market success

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

In the short term we have been working with Antony he has understood the need of the business and been on hand as and when required. He is very professional and a pleasure to work with

How has Antony Barton helped you?

Financial advice

Have you seen the outcome you were hoping for?

very early days but happy with everything so far. The end game is long term

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

I wanted to combine my pensions and have all my investments in one olaxe

How has Antony Barton helped you?

His advice and professional approach combined with his informal friendly style makes you feel confident about how your money is being looked after

Have you seen the outcome you were hoping for?

Through difficult trading times around the world my investments have performed better than the average of similar portfolios

What could they have done better?

I’m happy with the service I receive, comms good and always resolve any questions promptly so nothing to change

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

My own lack of knowledge regarding investments, pensions etc.

How has Antony Barton helped you?

Antony has explained my options in a friendly, efficient, and confidence-inspiring manner, with no 'pushiness' whatsoever.

Have you seen the outcome you were hoping for?

I'm happy with how it's going.

What could they have done better?

Nothing springs to mind.

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

My wife and I were retiring and we wanted the best financial advice for our various pensions and savings, in order that we could live our life, knowing that a financial expert was looking after our financial investments.

How has Antony Barton helped you?

Antony has helped us over the past 7 years by ensuring initially that we making the best use of our various pensions and savings and where to invest them for the future growth we required. Then regular reviews have ensured that we are happy where they are invested in an above average performing fund.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, regular reviews are planned and if outside of these reviews we require additional advice, Antony is always willing to provide this.

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

I was in the process of selling my business and was advised to seek financial advice for the long term.

How has Antony Barton helped you?

Antony clearly understands my relationship with money & investments and helps me to get he best out of them. He understands every aspect of my finances and is proactive in coming up with ideas that suit my attitude to investing.

Have you seen the outcome you were hoping for?

Absolutely, yes.

What could they have done better?

In my opinion, he couldn't have done anything better, I am incredibly happy with our professional relationship and the services he provides.

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

Retirement planning and investing

How has Antony Barton helped you?

He has given sound balanced advice which we have taken and we feel reassured with the decisions that we made.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Antony

Introductory meeting around my pension was satisfactory and very thorough. Happy to recommend at this stage

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

Retirement planning.

How has Antony Barton helped you?

He has given me confidence, particularly since my husband died 5 years ago . I needed to know that my investments were secure and hopefully bringing in some interest. I have been able to discuss with him future plans for retirement housing.

Have you seen the outcome you were hoping for?

Due to the situation in the country and the world over the last few years it has not been a good time for money matters. But I do think that my investments have proved to be fairly satisfactory.

What could they have done better?

Steadily increasing instead of the fluctuations.

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

We needed financial advice on pensions inheritance planning and financial planning

How has Antony Barton helped you?

Antony has been very helpful on inheritance planning and financial planning and moving money around to help us get better financial results

Have you seen the outcome you were hoping for?

we have seen our portfolio grow

What could they have done better?

nothing

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

I was recommended by a friend

How has Antony Barton helped you?

Mike and I had just got married,we found Antony so helpful in advising us our best options on bringing our accounts together and we were very happy with the results.

Have you seen the outcome you were hoping for?

Yes we have ,and it is so reassuring to be able to talk to him if you are not sure about something.

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 sold a property and wanted advice on investing the proceeds

How has Antony Barton helped you?

Antony has explained the different types of investments and how it all works, which was exactly what I needed as I had previously not had the opportunity of making investments and, therefore, my knowledge was very limited. I felt confident about what I was doing and found Antony to be very reliable.

Have you seen the outcome you were hoping for?

Yes - in these very difficult times I felt I was being well advised and felt happy that Antony was offering the best advice.

Please provide a brief comment about your experience with Antony

Helpful and knowledgeable and friendly

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

I was aiming to manage my early retirement after sorting my pensions positions.

How has Antony Barton helped you?

Antony has been really supportive in understanding the options, clear approach to any insight and proactive in support and information

Have you seen the outcome you were hoping for?

So far we have seen our portfolio performing better than market in difficult times and confident about the future

What could they have done better?

Other than bigger growth of my portfolio…. ?

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

I retired 4 years ago, and 18 months before I retired, I was looking to ensure I had sufficient funds To live a quality life.

How has Antony Barton helped you?

Financial Planning. Investing our SIPP’s with the right company. Regular reviews and updates and the market place.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Sometimes there is too much detail in the review pack, that is sent through and would prefer an option to drill down if required. The documentation could be sent out a little earlier.

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

Retirement.

How has Antony Barton helped you?

Antony has been a friend as well as an Advisor since 2013. Since my husband died in 2018 he has been valuable in explaining in simple terms my situation and how to invest to the best advantage.

Have you seen the outcome you were hoping for?

Even during the difficult times in the last few years he has given me confidence. At the moment it is impossible to achieve what anyone would have hoped for.

What could they have done better?

In the circumstances I am happy with his help and he has kept me informed on what the company thinks the outcome will be.

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

I had a Private pension with no advice given for it. As I approached an age where I began thinking about retirement I wanted advice and help from someone I felt I could trust

How has Antony Barton helped you?

I changed my pension from one provider to another, general advice about stocks and shares investments and advice given on financial matters now I have retired

Have you seen the outcome you were hoping for?

Yes, absolutely.

What could they have done better?

Nothing really. I am very satisfied with the advice given and the approach Antony uses in giving advice is very good

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

Having sold our business we wanted to invest the profits from the sale of the business so we could retire early whilst still living a comfortable lifestyle and pursuing other interests. Since engaging with R&B in 2014 we have bought land and built a house on the Greek island of Skiathos and more recently set up a Scuba Diving School on the island.

How has Antony Barton helped you?

Antony has helped us to understand financial planning as a whole including our appetite for risk. He has helped us to build a clear picture of what we want to achieve both in the short and long term. He has taken the time to really get to know us as a couple and shows a genuine interest in our lives. I am a great believer in "gut feelings" and from the minute we met Antony we felt happy to trust him with our money. We have great faith in his competency, judgement, knowledge and experience and we know we can leave our portfolio in good hands. The biggest thing for us is that we can live the life we've worked very hard for knowing that Antony and R&B as a whole care about doing the very best for our investments.

Have you seen the outcome you were hoping for?

Yes, we are very happy with how our investments have grown during the period that Antony has looked after them. He has definitely added value to our finances.

What could they have done better?

Nothing,

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

We needed professional advice to plan for our future and retirement.

How has Antony Barton helped you?

Antony has reviewed all of our finances and provided options and advice to help make our saving work for us.

Have you seen the outcome you were hoping for?

We have had a very positive period, but obviously certain recent factors beyond our control can impact on this. Antony has always been readily available to discuss any issues.

What could they have done better?

I’m totally satisfied with Antony’s advice and guidance to date.

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

I wanted advice on the best way to consolidate various investments and other assets following the death of my husband.

How has Antony Barton helped you?

Antony has been a great help in explaining the options available to me and providing me with enough information to help me make decisions I am happy with.

Have you seen the outcome you were hoping for?

My various investments have been consolidated into areas I can keep track of and review regularly to meet my requirements.

What could they have done better?

Nothing. Antony has been excellent at listening to my requirements and working with me to ensure I am happy with the possible outcomes of decisions made. At no point did I feel under pressure to make hasty decisions.

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

Retirement in 2017

How has Antony Barton helped you?

Facilitated suitability of transfer ow workplace pension to a SIPP

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing material comes to mind

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

Needing to invest a pension lump sum and for help with planning for our long term financial needs.

How has Antony Barton helped you?

Anthony is great at understanding what we hope to do with our money and what we need to consider for our family’s needs. He is easy to talk to and great at explaining how our investments work.We have found him very responsive and supportive.

Have you seen the outcome you were hoping for?

The outcome has been brilliant. We feel reassured that our investments are in good hands and that we can access them or adjust how they are invested as needed. The investments have performed far better than we would have been able to achieve without this help.

What could they have done better?

Can’t think of anything.

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

Continuing* management of Pensions and Investments.

How has Antony Barton helped you?

Anthony knows my finances and personal situation well and advises on the suitability/performance of the Asset Managers selected to manage our investments and pensions. He and his team respond to requests and questions promptly, and through personal meetings, emails, telephone calls etc provide up to date advice. I’m happy that in Robertson Baxter’s hands mine, my wife’s, and my children’s finances are secure, and should anything happen to us our children would know who to turn to for information and advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

We received a significant sum of money and had little idea what was sensible to do with it.

How has Antony Barton helped you?

Took lots of time to understand us. Helped to clarify our major options, including one which would have led to our not taking him on at all. Made a particularly helpful suggestion about our mortgage.

Have you seen the outcome you were hoping for?

We don't minutely study the rise and fall of our investment, and nor do we think it would be healthy to do so. But we are confident that our choices are about the best that could be made with the knowledge we have.

What could they have done better?

we are very happy so far.

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

We were thinking about retirement and wanted some advice on how to plan for this. We also wanted advice on savings and investments.

How has Antony Barton helped you?

Antony was appointed as our Robertson Baxter Financial Advisor and has provided advice and guidance to help us plan retirement and manage our investments.

Have you seen the outcome you were hoping for?

It is looking good so far.

What could they have done better?

No.

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

Retirement planning

How has Antony Barton helped you?

Well researched advice

Have you seen the outcome you were hoping for?

Yes

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

I sold my house and thus had larger sums of money to invest than I had ever dealt with previously

How has Antony Barton helped you?

Antony was able to advise me regarding investments in a very efficient way, but at the same time making everything understandable to a 'novice' invester

Have you seen the outcome you were hoping for?

Yes my investments seem to be doing very well and I am very happy with how everything is going at present

What could they have done better?

To be honest not much! All the staff I have dealt with have been very efficient and extremely pleasant with the same excellent attitude as Antony, so I have have felt very comfortable about having this company handle my investments

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

I was fortunate to receive a large sum of money from a relative which was placed in a savings account via my usual banking company. This money was sat there doing nothing and consequently Robertson Baxter was recommended to offer support and advice in investing this money.

How has Antony Barton helped you?

Antony has managed my investment and savings ISA with Robertson Baxter. He has assisted in explaining the process and advising the management of finances in a way I can understand. Antony has understood my wishes and aims and put these into action, he makes this whole process effortless which is what I was looking for.

Have you seen the outcome you were hoping for?

Yes, the outcomes Anthony has achieved since working together have exceeded my expectations.

What could they have done better?

Nothing.

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

We have been with Robertson Baxter from when it was established, and Antony has been our adviser for several years, handling our family's various investment portfolios.

How has Antony Barton helped you?

Antony has continued to oversee our investments, taking time to listen and understand our needs. He is calm, responsive and reassuring, and I am confident that he will provide the very best advice with our financial affairs as and when the need arises. He is also a pleasure to deal with!

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

I'm very happy with every aspect.

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

I had money I wanted to invest and wanted to earn more than a bank account.

How has Antony Barton helped you?

Anthony has helped manage my portfolio and helped me grow my wealth. Anthony also gives me very salient financial advice.

Have you seen the outcome you were hoping for?

Yes - extremely happy!

What could they have done better?

Nothing - the service I receive from Anthony is impeccable.

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

Initially advice for retirement, then review of our pensions, investments once retired.

How has Antony Barton helped you?

First Antony wanted to understand our needs, wants and desires and then regular reviews to ensure our financial situation matches our desires in retirement.

Have you seen the outcome you were hoping for?

Yes, our investments have grown significantly better than where they were previously and ahead of the market.

What could they have done better?

Nothing.

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

After leaving my long term employer following voluntary redundancy, I required advice on whether to remain in my final salary pension scheme or to transfer to a drawdown pension

How has Antony Barton helped you?

Antony discussed my personal circumstances to obtain my family and financial situation and future spending plans. He, along with his colleague Gillian Shirt, then discussed the advantages and disadvantages of each pension scheme. I chose to move from the final salary scheme after being referred to an independent pension specialist

Have you seen the outcome you were hoping for?

I received excellent independent advice at a difficult time in my life, and am continuing to work with Antony and Gillian to ensure that my wishes and financial requirements are dealt with in a tax efficient manner. I find everyone at Robertson Baxter friendly and efficient to deal with

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

I felt I was at the stage in my life when an IFA would be sensible to guide my towards a comfortable financial retirement

How has Antony Barton helped you?

He guided me through the options for both investments and pensions

Have you seen the outcome you were hoping for?

Yes

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

We originally had funds to invest from inheritance and a property sale and wanted a good long term plan

How has Antony Barton helped you?

Advice has been great on giving us a low risk portfolio with flexibility to draw down as and when we need. As we approach retirement he has helped us with balancing money we have between different investment types including allowing that we have some property

Have you seen the outcome you were hoping for?

Very positive in terms of clear updates on performance short and long term. Helpful discussion on accessing funds when we needed them short term for property purchase Really good support getting round COVID restrictions using skype

What could they have done better?

All very good

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

We had accrued a substantial pot of money over our working life and was looking for someone who we trusted to advise us in the best course of action to maximise our savings and pension pots.

How has Antony Barton helped you?

Antony advised us on the best options for our pension pots and our savings always taking care to ensure we stayed within our comfort zone of risk. We have regular catch ups to review if we are on plan to where we expected to be. These are always relaxed and easy to understand, so we have reassurance and trust in our finances.

Have you seen the outcome you were hoping for?

Yes we have achieved what we were hoping for. We have been able to retire in our mid fifties reassured that we have enough money to live comfortably and enjoy our retirement!

What could they have done better?

We don’t really have anything to add. We are very happy with everything that Antony and Robertson Baxter have done for us. Better biscuits?!!

This review is a follow-up review from a client who left a review previously.

How has Antony Barton helped you since your last review?

Like many, over the last year our investments have been impacted by Covid. Throughout this pandemic Antony has provided timely and well reasoned advice to steer us through these troubled times.

This review is a follow-up review from a client who left a review previously.

How has Antony Barton helped you since your last review?

We have planned the investment of funds from the possible sale of my aunts house.

This review is a follow-up review from a client who left a review previously.

How has Antony Barton helped you since your last review?

Antony has proved to be very understanding of our financial planning needs. He took over from a previous advisor at Robertson Baxter due to the previous advisor suffering significant health issues. The transfer of advisors was handled extremely well, and Antony quickly put my wife and myself at ease by showing full understanding of our financial position and hopes for the future. He has consistently shown full empathy for us and has given full support to us in all aspects of our investments and pension/drawdown planning. Lately, he fully understood the need for us to change plans quickly due to market difficulties caused be the Coronavirus outbreak.

This review is a follow-up review from a client who left a review previously.

How has Antony Barton helped you since your last review?

With money transfers,tax guidance,and account management assistants

This review is a follow-up review from a client who left a review previously.

How has Antony Barton helped you since your last review?

He has built on our relationship to fully understand us and what we want to achieve. He has been meticulous in his planning and advice and has been able to demonstrate this in a clear and v simple way to ensure where we are and what our options are going forward.

This review is a follow-up review from a client who left a review previously.

How has Antony Barton helped you since your last review?

Yes, we have met for van annual review, and he has dealt with problems by e mail as they have arisen.

This review is a follow-up review from a client who left a review previously.

How has Antony Barton helped you since your last review?

Help in sorting tax payment

This review is a follow-up review from a client who left a review previously.

How has Antony Barton helped you since your last review?

He has continued to maintain a very good relationship with us, communicating regularly, keeping us informed with regard to all aspects of our portfolio.

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

Long term management of our charity investments

How has Antony Barton helped you?

Provides excellent measured advice on our investments and the wider financial markets. Specifically at the last meeting we explored the option of investing in the Octopus Choice peer to peer lending investment. And after much debate amongst trustees we decided not to proceed. Antony was great and answered our questions with patience and knowledge.

Have you seen the outcome you were hoping for?

Yes, more than expected.

What could they have done better?

Nothing, everything was excellent.

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

He looks after my aunts financial investments.

How has Antony Barton helped you?

Gave good advice on the best and safest way forward for my aunt.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

He did all that was required, very efficient.

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

Before taking early retirement, first establishing if we could retire early and the most likely outcome on income. Then the best investment and most tax efficient route for our pension and other savings.

How has Antony Barton helped you?

Antony established our attitude to risk, provided us with options and then we discussed the best route forward, subsequently we have had regular reviews to ensure that our financial needs where being met and that Antony was providing the right support.

Have you seen the outcome you were hoping for?

Yes, very pleased with the service and advice given. It gave us the confidence to take early retirement and 1 year later we are delighted that we took early retirement and have no regrets.

What could they have done better?

Being very critical, although it is not really an issue for us. Possibly a little more structure to our meetings, typed details of our latest situation, then a follow up letter outlining the points we discussed and next steps.

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

On reviewing my occupational pension scheme from a previous employments it became clear that I should consider taking a transfer value which may enable me to retire earlier than planned .

How has Antony Barton helped you?

He met with me and outlined the services he could offer to enable me to come to an informed decision.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The one area where I believe Antony could possibly have added further value was in connection with the performance of the SIPP which I incepted following a successful transfer of my occupational pension. This however was one isolated instance only. The markets dropped rapidly and substantially between October and December 2018. I only realised the full extent of this and the impact on my investments when the fund managers wrote to me. It would have been helpful if Antony could have engaged with me a little more at the time.

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

Periodic review of our financial and pension arrangements.

How has Antony Barton helped you?

Experienced and sound advice to the questions we had. A good, pro-active approach. Antony had recognised a requirement from the last time we spoke and sourced an investment package that suited perfectly suited our needs ideally

Have you seen the outcome you were hoping for?

Yes, see above.

What could they have done better?

Hard to see - just the right amount of involvement and advice.

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

We have been clients of Robertson Baxter for over 10 years, from when we realised we needed expert advice on financial planning that was beyond our own expertise and knowledge. that was the best financial decision we ever made.

How has Antony Barton helped you?

Antony has recently taken over advising us, due to illness of our previous advisor at Robertson Baxter. Antony very quickly understood our financial position and attitude to investment and risk. He offers sound practical advice that we feel reflects our long term aspirations and this gives us great reassurance for the future.

Have you seen the outcome you were hoping for?

We are very happy with our current position, and in the near/mid term future we will be making critical decisions on long term income provision in retirement, based on Antony's continuing advice.

What could they have done better?

We can't think of how things might have been done better, as we discuss with Antony the need to retain a flexible view on future investment and income draw-down that will be firmed up over the next few years.

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

I became semi retired and wanted to plan my future income and investments.

How has Antony Barton helped you?

Anthony and his firm have introduced me to a high quality asset management firm, monitored their performance and acted as as a sounding board for my views in regular meetings with me and my wife. Anthony challenges my thoughts and provides advice on the whole range of factors affecting my families wealth.

Have you seen the outcome you were hoping for?

Yes. Performance has outstripped my expectations and industry benchmarks. Meanwhile I’m happy that my wife and family’s future is secure and that they will continue to receive good advice.

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

Recently married, we required advice on joint and individual investments

How has Antony Barton helped you?

Detailed guidance on the various options available and choices of our way forward

Have you seen the outcome you were hoping for?

With the current market situation we are content with the support being given

What could they have done better?

Not sure there is anything that he could have done better.

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

Some years ago my wife received an inheritance which prompted our solicitors to recommend consulting a financial adviser. They suggested Robertson Baxter and we have been clients of the firm ever since. Antony was not originally the person who dealt with us but he has been our professional contact for some time now.

How has Antony Barton helped you?

By monitoring the performance of our funds and those of our family trusts invested with Brooks Macdonald and advising as to possible changes to ameliorate the impact of ineritance tax

Have you seen the outcome you were hoping for?

In the short term we have never expected to see the outcome, but we are generally satisfied with what has happened so far.

What could they have done better?

It would have been helpful to have some comment on the apparently unsatisfactory short term effect of recent changes to our investments, with the decline in value of the AIM portfolio.

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

I am very near to retirement and do have savings and investments. I will also have pension income and sought advice to to get an independent review to make sound investments so that i can to feel confident that my money is working for me so that I will be able to enjoy my retirement.

How has Antony Barton helped you?

He and his team have evaluated our financial position and discussed our aims and intentions for the future. He has produced a very in depth report which has allowed us to reflect and then allow Anthony to go ahead with investing our money.

Have you seen the outcome you were hoping for?

In terms of work, review, customer service and advice to date it has all be exceptional. Due to current unstable markets outcomes are not great but i understand this, which reflects in risk aversion position

What could they have done better?

We were both very satisfied with all aspects of our business with not only Anthony but every member of staff we have had contact with. The follow up call from Anthonys colleague and senior partner was also very reassuring too

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

Needed good financial advice for our savings he

How has Antony Barton helped you?

He advised us on the way forward for our investments yes

Have you seen the outcome you were hoping for?

Yes n

What could they have done better?

Nothing very satisfied

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

A need to plan and invest for our future and that of our children.

How has Antony Barton helped you?

He listens and gives measured advice.

Have you seen the outcome you were hoping for?

Ongoing.

What could they have done better?

I think it may be helpful to conduct a home visit in order to better understand the client and financial needs.

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

I have been with the company for many years. The latest meeting was after my husband died, so finances had to be re-organised. Antony was extremely sympathetic and had evidently planned the meeting before visiting me at home.

How has Antony Barton helped you?

Re- organizing my finances. Discussing probate.

Have you seen the outcome you were hoping for?

I have.

What could they have done better?

I believe it is an advantage to have a list of queries before you meet with your adviser. It helps both sides.

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

I had a substantial amount of money from the sale of my business and wanted to invest and set up a portfolio of different investments. I also wanted to transfer my Company Pension into a personal pension plan.

How has Antony Barton helped you?

Antony explained the various options available to me and spends a considerable amount of time explaining the risks involved.

Have you seen the outcome you were hoping for?

I have invested for the medium to long term with almost all my investments linked to stocks and shares. The markets have been very volatile recently with substantial increases in the first half of 2018 and then substantial decreases in the latter part of 2018 along with the beginning of 2019. So in answer to the question - have I achieved the outcome I was hoping for - the answer is not yet but I understand the risks involved and continue to trust Antony's judgment

What could they have done better?

Nothing much however he could have had a crystal ball and predicted the fall in share prices over the last few months converting the shareholdings back to cash for a period of time

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

Needed advice for wealth management and investment

How has Antony Barton helped you?

Worked initially alongside our original adviser and then became our key contact in explaining our portfolios and supporting through our decisions. Antony is highly knowledgeable and his professional manner combine to make you feel at ease and able to understand your investments

Have you seen the outcome you were hoping for?

So far the outcomes have been very pleasing

What could they have done better?

Nothing

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

My family have used Robertson Baxter for years for investment services.

How has Antony Barton helped you?

Continued management and advice.

Have you seen the outcome you were hoping for?

Yes.

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

To invest our savings

How has Antony Barton helped you?

Antony gave us clear information on how our investments have performed during 2018. Antony also followed up on some of concerns which gave us further reassurances.

Have you seen the outcome you were hoping for?

No, however this is due to the ups and downs that the markets have experience this year

What could they have done better?

Nothing. Antony was very structured, clear and precise with his information and advise

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

I work for a Community Foundation (a registered charity) and we have an endowment investment, which is required to produce a growing and reliable source of income - to fund our grant programmes, which benefit small, volunteer-led non-profit groups.

How has Antony Barton helped you?

Antony provides timely and well thought through advice to our Investment Committee, and also advice to our Trustee Board when required. He monitors the performance of our investments and provides a steady pair of hands, always ready to help and advise. The Trustees greatly value his input.

Have you seen the outcome you were hoping for?

Yes, Antony's advice and stewardship of our investments is much appreciated, and it is always insightful.

What could they have done better?

I honestly cannot think how Antony could have provided a better service. Thank you.