William Barr

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

Seeking to have speacialist advice for retirement planning

How has William Barr helped you?

Clear overall consideration of existing provisions , pensions and investments together with providing comparison of potneital funds to invest through

Have you seen the outcome you were hoping for?

Yes, improved performance form funds under management

What could they have done better?

Nothing, comprehnisve servive as is

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

As I got older I felt I needed advice on forward planning regarding savings & invetments.

How has William Barr helped you?

He has been helpful taking time. to explain & reassure me endless patience & always available to provide support.

Have you seen the outcome you were hoping for?

Very much so I am extremely happy with the service I have received.I don't

What could they have done better?

I don't think I have any suggestions I never felt negative about the advice I have been givenI

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

To improve pension performance and seek long term financial guidance

How has William Barr helped you?

Turned a below average performance pension into outstanding using his extensive experiance and expert knowledge of the industry. William only ever has the customers best interest in mind

Have you seen the outcome you were hoping for?

Yes, exceeded expectations

What could they have done better?

Absolutely nothing! Other than I wish I had placed my pension with William sooner

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

Having been made redundant and wanting to allow some draw down and consolidation of pensions with some general financial advice.

How has William Barr helped you?

Ensured a smooth transition of my pensions into a single pot. I was the able to draw down some funds allowing me set up as self employed following my redundancy. Will then provided additional advice and support on the best investments for my pension pot and this has enabled me to bring my pension fund back towards the levels I had prior to the drawdown.

Have you seen the outcome you were hoping for?

Yes, in fact, the results were exceeded my expectations which has ensured my funds have continued to grow over the last few years.

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

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How has William Barr helped you?

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Have you seen the outcome you were hoping for?

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