We pride ourselves on excellent client service - Read below what some of our current clients think of us
"I lost my wife and needed to get my financial affairs in order. Barry explained how I could best manage my savings and pensions. I am very happy with the services recommended. Everything was explained clearly, concisely and professionally. Nothing could have been improved"
Mr A, Bramhall
"Following the receipt of a clinical negligence settlement, Barry advised me of the options for investment to enable me to ensure long term needs could be met. The investments made have grown, but it is not just about this, the friendly professional and helpful service Barry gives is responsive, considerate, and totally tailored to my needs. My husband and I are very happy with the service"
Mr & Mrs P, Heywood
"I approached Barry as I was not receiving enough personal attention from my previous adviser. Barry helped me to invest in a different way to which I had become accustomed in the past. It turned out to be more secure and more successful. I am a very satisfied client. Barry takes the trouble to explain without jargon and confusion."
Mr M, Prestbury
"Professional advice and management of three sizeable portfolios. Taking great trouble to understand our personal situation and giving prudent advice on money management which has protected our portfolios during difficult economic conditions. Frequent checks and personal visits to gather information on any changes to our situation. Unfailingly courteous, polite and very competent in the service which he offers."
Mr H, Chorley
"I was helped enormously in sorting out the assets left to me and making sure they were managed appropriately. Barry is a personable and trustworthy person who works in your best interests. If I have any questions I can phone and speak to him or see him in person and he will gladly advise"
Mrs W, Hebden Bridge
"I received a bequest from someone very dear to me. Barry listened to my concerns regarding investments, explaining how these would be handled given my inexperience and cautious nature. Ever since my first meeting with Barry I have felt totally at ease with him and the way in which he has looked after my investment. I am very happy with the investment plan set up for me and returns thus far have exceeded my expectations. That said, I am very aware that markets move up and down and that any investment should be viewed as something to be undertaken long term."
Mrs M, Clifton
"They reviewed all of my finances including pensions and listened to my plans/intentions and undertook a full financial review then gave me a full financial report with recommendations for the future together with verbal advice - all of which was extremely sensible and which I have followed totally."
Mrs H, Macclesfield
"Barry was professional, informative and extremely personable. He made understanding things easy. He listened and ensured we were happy that he met our needs. We have been delighted with his service over many years he has gone above and beyond for our family. We could not have asked for more; nothing is too much trouble."
"Following the break-up of my marriage I needed advice. Barry offered helpful impartial advice. I never felt pressurised and right from the start felt like I could trust him to help me make decisions in an area where I had (and still have) no knowledge. It actually felt like he cared.
I genuinely don't believe he could have done anything better. He's kept in regular touch with me and has visited me every year to conduct a face to face review, keeping me informed. I call or email him if I need to know anything and he immediately knows who I am and what my current situation is. I trust him completely."
Ms B, Stoke-on-Trent
"I have peace of mind, not just about my current situation, but confidence that the investments will sustain me into the future, as I have a much clearer understanding of the returns that the investment(s)
generate(s) and how significant, lump sum disinvestments could adversely affect the portfolio's performance."
Mr L-C, Milton Keynes