Reviewed for

Insurance and Protection ( 3 )

Pensions ( 8 )

Retirement income (annuities, drawdown) ( 3 )

Investments and Savings ( 9 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 3 )

Pension Transfers - Specialist ( 1 )

Financial Planning ( 6 )

Financial Mentoring ( 1 )

Financial Coaching ( 3 )

( 1 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 1 )

£100k - £200k ( 2 )

£50k - 100k ( 2 )

Up to £50k ( 1 )

Client reviews

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Somerset

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

To advise me on relocation of money in several accounts

How has Rupert Barlow helped you?

To tidy up my investments and savings

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I do not know

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Was looking to see what options were available for an existing pension fund and life cover arrangements

How has Rupert Barlow helped you?

Rupert quickly understood my requirements and found options that met every one of them. He fully explained all the ins and outs in a clear and easy to understand manor. His recommendations were well thought out.

Have you seen the outcome you were hoping for?

Absolutely. Everything transferred incredibly smoothly and the overall service has been superb.

What could they have done better?

I can’t think of anything.

Rupert's reply

Thank you for your lovely comments and taking the time to complete the survey.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Somerset

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

I had 2 conversations with the government agency whose advice was to do what l thought best with my pension pots.

How has Rupert Barlow helped you?

He explained what an annuity is and how my money could be invested to give me the best income.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing springs to mind!

Rupert's reply

Thank you Anita, we're pleased to have been able to help.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Dorset

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

I was gifted some money and didn't know how best to invest it.

How has Rupert Barlow helped you?

Rupert has helped me to understand how to understand and manage my finances, for now and the future. He has also done all the hard work of bringing two modest pensions together and investing them with better options for my retirement when it comes.

Have you seen the outcome you were hoping for?

The outcome has been more positive than I'd hoped for, especially in this economic climate.

What could they have done better?

They couldn't have done anything better for me.

Rupert's reply

Thank you for such great feedback, we really appreciate you taking the time to complete the survey.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Devon

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

I had sold my house and was unsure how to look after the capital

How has Rupert Barlow helped you?

Rupert spent time going through different options, checking all the time that I understood the different options which I really appreciated.

Have you seen the outcome you were hoping for?

Yes very much so

What could they have done better?

Nothing, I appreciate the patience, listening and answering my queries.

Rupert's reply

Thank you so much for taking the time to complete the survey and for your lovely comments.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Having had a change in my employment status, moving from employed to self employed, I needed an adviser to review my retirement plans to ensure that I am in an appropriate fund with a robust strategy in order to keep me on track for retirement. It was also important to have someone who could review these plans on a regular basis, keep on top of any change in legislation and make changes where necessary.

How has Rupert Barlow helped you?

Rupert has given me peace of mind to know that there is someone that I trust looking after finances. He has been able to choose a fund for me that meets objectives and is currently providing a better return that my previous fund. He has also been able to produce some useful projections to show what i should be paying into my pension to make sure I can retire when I want to retire.

Have you seen the outcome you were hoping for?

Yes, so far I've been really pleased.

What could they have done better?

Nothing that I can think of, nothing was too much trouble.

Rupert's reply

Thank you for your fantastic comments and taking the time to complete our survey.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Investment was with HSBC, felt their service was poor and investment wasn't growing as quickly aa I would have liked.

How has Rupert Barlow helped you?

He has talked to me on my level explaining all aspects where my money would be best placed.

Have you seen the outcome you were hoping for?

Yes, my investment has grown well.

What could they have done better?

I don't think they could.

Rupert's reply

Many thanks for taking the time to provide this valuable feedback.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Existing investments not performing well.

How has Rupert Barlow helped you?

Looked at existing investments, asked about my attitude to risk and advised on new investments, recommending how much I should keep liquid.

Have you seen the outcome you were hoping for?

Yes, the investments have grown rapidly.

What could they have done better?

I can't think of anything.

Rupert's reply

Thank you for taking the time to provide this valuable feedback, we're pleased that you're so happy with how things have progressed since we have been looking after you.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Somerset

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

New Rupert and Investec was moving out of personal financial advice.

How has Rupert Barlow helped you?

Advised me on pensions

Have you seen the outcome you were hoping for?

Yes a nlong term strategy has been agreed upon.

What could they have done better?

nothing

Rupert's reply

Thank you for your kind comments and taking the time to provide such valuable feedback.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Hampshire

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

Previous investments were not performing as hoped. Rupert was able to provide alternative investment opportunities.

How has Rupert Barlow helped you?

He provided alternative investment opportunities and gave holistic briefings about them.

Have you seen the outcome you were hoping for?

Yes. Our new investment portfolio is outperforming our previous one and the management fees are less.

Rupert's reply

Thank you for taking the time to provide this feedback, we're pleased that you've seen value in our service.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Devon

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

To plan financially future and retirement

How has Rupert Barlow helped you?

By providing information that helped me to make informative decision

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

Rupert's reply

Thank you for taking the time to provide this valuable feedback.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Dissatisfaction with previous financial management team

How has Rupert Barlow helped you?

My investments have increased in value after previous stagnation and we have discussed future planning.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Cannot think of any improvements at all

Rupert's reply

Thank you so much for this lovely feedback.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Somerset

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

I was newly retired, had some money to invest and I needed some advice to gain the maximum benefit for my hard earned money.

How has Rupert Barlow helped you?

Rupert listened and came up with some ideas for my money. He was kind, courteous and professional and made sure I understood my options before going ahead, which is so important.

Have you seen the outcome you were hoping for?

Yes, my investments are working well for me. I am very happy.

What could they have done better?

I cannot think of anything to improve their performance.

Rupert's reply

Thank you so much for such lovely comments and taking the time to provide this valuable feedback.

Review from verified client

April, 2024

Overall

Advice

Service

Value

Based in Somerset

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

I was looking to invest monies to give me a good return on my investment, also to ensure pension transfers were done effectively and invested correctly.

How has Rupert Barlow helped you?

He explained procedures and investment options and listened and accepted my views. He covered all aspects of my investments including setting up trust funds.

Have you seen the outcome you were hoping for?

My investments are performing well.

Rupert's reply

Thank you for your valuable feedback, we're thrilled to be able to add value in the advice we give and look forward to continue to work with you over the coming years.