Rupert's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 20 )
Retirement income (annuities, drawdown) ( 8 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 12 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 20 )
Financial Mentoring ( 1 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 5 )
£100k - £200k ( 6 )
£50k - 100k ( 3 )
Up to £50k ( 3 )
Review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
the retirement of our advisor.
How has Rupert Barlow helped you?
he has discussed everything with at great length with us.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
nothing
Rupert:
Thank you so much for taking the time to leave such lovely feedback. It's been a pleasure working with you.Review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our existing financial advisor retired so there was a need to find a new advisor.
How has Rupert Barlow helped you?
All ways ready to discuss our financial aspects.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Unknown.
Rupert:
Thank you for taking the time to complete the survey and your great feedback. It's been a pleasure getting to know you.Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
As I was downsizing I needed advice as the best way to use and invest my assets to provide for my future living, health and care needs
How has Rupert Barlow helped you?
By having as much time as I needed to talk through and discuss the pros and cons of various financial options until decisions were made. Since then he has always been instantly available to answer any queries and provide very personal support
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Rupert:
Thanks for your lovely feedback.Review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My previous adviser retired
How has Rupert Barlow helped you?
With good advice and communication skills
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not sure
Rupert:
Thank you for taking the time to complete the survey and leaving lovely feedback.Review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidate multiple pension pots
How has Rupert Barlow helped you?
Walked me through the options in plain English
Have you seen the outcome you were hoping for?
Yes a 7% raise in the fund so far
What could they have done better?
Nothing I'm aware of
Rupert:
Many thanks for taking the time to complete the survey and your valuable feedback.