Barbara Smith-Galer

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

To manage a private pension

How has Barbara Smith-Galer helped you?

She gave help and advice at a difficult time as my husband, the pension holder, has lost the mental capacity to manage his own affairs. She spent considerable time ensuring me and my daughter understood all the issues and in particular facilitating using POA

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

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

After my mother passed away in 2011 the solicitor reccomended Argentis and I been with them ever since.

How has Barbara Smith-Galer helped you?

Mainly with investments on the Quilter and Prudential platform.

Have you seen the outcome you were hoping for?

Yes growth has been good in recent times.

What could they have done better?

Nothing I could think of recently

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

Guidance in saving sufficient funds for a comfortable retirement.

How has Barbara Smith-Galer helped you?

Most certainly. Barbara has been clear in identifying the requirements needed to save sufficient funds and also how to gauge the risks of different investments.

Have you seen the outcome you were hoping for?

Yes, I have recently retired and comfortable.

What could they have done better?

Just maintain the current high standard of advice.

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

That was many years when I first took out a SIPP/SASS with Argentis

How has Barbara Smith-Galer helped you?

I have had quite complex requirements during my recent divorce, Barbara has responded quickly and with compassion during a difficult time for me

Have you seen the outcome you were hoping for?

As far as Barbara is concerned, Yes.

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

I was previously given wrong advice by a financial adviser causing me to lose a large sum of money. The same adviser recommended and arranged a policy for the grandchildren which was directly contrary to my expressive wishes. I therefore looked for another adviser

How has Barbara Smith-Galer helped you?

Yes she has suggested a much more moderate risk investment and is transferring funds to a more appropriate investment

Have you seen the outcome you were hoping for?

It is too early to say as Barbara has only just taken on my case.