Barbara's reviews
Reviewed for
Insurance and Protection ( 6 )
Pensions ( 38 )
Retirement income (annuities, drawdown) ( 33 )
Investments and Savings ( 52 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 31 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 9 )
Financial Planning ( 48 )
Financial Mentoring ( 9 )
Financial Coaching ( 1 )
( 4 )
Reviewers' assets
£500k+ ( 17 )
£200k - £500k ( 10 )
£100k - £200k ( 7 )
Up to £50k ( 1 )
£50k - 100k ( 2 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Hampshire
5 days ago
Overall
Service
Advice
Value
What were the circumstances that caused you to initially look for an adviser?
Have had the benefit of a FA for some years,initially advised through a long standing accountant
How has Barbara Smith-Galer helped you?
Always extremley helpful on all matters with prompt answers and advice when required.
Have you seen the outcome you were hoping for?
I've seen the outcome that's available and suits my circumstances.
What could they have done better?
At this point in time nothing.
Review
by a verified client in Wiltshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My Husband and I were in Buisness, so needed advice.
How has Barbara Smith-Galer helped you?
Barbara has been very helpful with all our needs, especially when my Husband passed away recently . Very Professional in all she does.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Hampshire
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Change in financial and personal circumstances
How has Barbara Smith-Galer helped you?
As listed above, and has done so brilliantly and clearly. She always takes the time to explain and assist without seeming biased. Both myself and my family appreciate her and the genuine assistance she always provides.
Have you seen the outcome you were hoping for?
Yes, and will hopefully continue to do so and for the outcome to built on what has already occurred.
What could they have done better?
N/A
Review
by a verified client in Dorset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Barbara took over my account form another advisor. I have used Argentis for many years.
How has Barbara Smith-Galer helped you?
With pension administration as a go between with the professional trustees. With personal investments - specifically a fairly large ISA transfer
Have you seen the outcome you were hoping for?
Too early to tell
What could they have done better?
All good.
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I was advised to do so by my pension management company
How has Barbara Smith-Galer helped you?
In advice about my investments and pensions
Have you seen the outcome you were hoping for?
Yes considering the unstable financial economy in recent years
What could they have done better?
Barbara has done what I required and is friendly