Rupert's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 17 )
Retirement income (annuities, drawdown) ( 7 )
Investments and Savings ( 23 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 11 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 16 )
Financial Mentoring ( 1 )
Financial Coaching ( 3 )
( 1 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 2 )
£100k - £200k ( 4 )
£50k - 100k ( 3 )
Up to £50k ( 3 )
Repeat review
by a verified client in Somerset
24 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rupert Barlow helped you since your last review?
Despite worldwide financial market turmoil I feel that from Rupert I can get informed and relevant advice that is personal to my investment situation and plans. Have now a life insurance in place for my dependants and talked about future income options for when I retire
Rupert:
Thank you very much for taking the time to complete the survey and for your lovely comments. It's a pleasure to work with you.Repeat review
by a verified client in Somerset
24 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rupert Barlow helped you since your last review?
Rupert has continued to monitor my investments and keep me up to date with the world's financial affairs. Rupert is always very professional and his knowledge of the financial world is immense. I would strongly Rupert to anybody seeking financial advise.
Rupert:
Thank you for your kind comments and taking the time to provide useful feedback. We always enjoy our meetings with you and your husband!Repeat review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rupert Barlow helped you since your last review?
Rupert has continued to monitor my investments and ensure that my funds are performing well.
Rupert:
Many thanks for taking the time to complete the survey. Your feedback is much appreciated. Thank you for choosing us to manage your finances and we look forward to seeing you very soon.Repeat review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rupert Barlow helped you since your last review?
Constant updates and regular face to face meetings.
Rupert:
Very appreciative that you have taken the time to complete this survey, many thanks for your positive responses. It's a pleasure to assist you with your finances.Repeat review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Rupert Barlow helped you since your last review?
Rupert has continued to offer sound financial advice and we have seen our investment continue to grow at an attractive rate. He is very conscientious and always ensures that he fully understands our investment desires and seeks to deliver to achieve them.
Rupert:
Thank you for your lovely comments and taking the time to complete the survey. We're pleased to be able to help and look forward to many more years of working together in the future.