Barry Young

Barry Young

Succession Wealth

Barry's reviews

Reviewed for

Insurance and Protection ( 7 )

Mortgages ( 2 )

Pensions ( 19 )

Retirement income (annuities, drawdown) ( 14 )

Auto Enrolment ( 1 )

Investments and Savings ( 30 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 12 )

Long Term Care ( 1 )

Pension Transfers - Specialist ( 4 )

Financial Planning ( 16 )

Financial Mentoring ( 2 )

Financial Coaching ( 3 )

Reviewers' assets

£500k+ ( 5 )

£200k - £500k ( 10 )

£100k - £200k ( 2 )

£50k - 100k ( 2 )

Up to £50k ( 2 )

Repeat review

by a verified client in West Midlands

3 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Barry Young helped you since your last review?

By providing financial advice tailored to my personal circumstances. This is providing me with the security I need as move to retirement through solid and affordable strategies during the next 10 years.

Repeat review

by a verified client in Lanarkshire

3 months ago

Overall

Advice

Service

Value

This review is a follow-up review from a client who left a review previously.

How has Barry Young helped you since your last review?

Always giving good upto date advice

First impression

by a VouchedFor user

4 months ago

Overall

Please provide a brief comment about your experience with Barry

Barry was very professional. He is an active listener and gave sound advice based on the information we gave him. He concluded that we probably didn't need his help at this stage but was still very willing to give useful advice and point us in the right direction. We appreciated his honest approach and wouldn't hesitate to recommend him.

Review

by a verified client in Renfrewshire

a year ago

Overall

Advice

Service

Value

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

Was looking for advice on how to get the best return on investing to plan for my future and family.

How has Barry Young helped you?

Barry has given me excellent advice and given clear answers to any questions I have given, always available to help whenever I have needed.

Have you seen the outcome you were hoping for?

Absolutely, have peace of mind seeing the results already.

Review

by a verified client in Renfrewshire

a year ago

Overall

Advice

Service

Value

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

I was too busy and didn't have enough time to research into carefully investing my savings. He came recommended, and he didn't disappoint.

How has Barry Young helped you?

He helped me navigate to plan my savings and investments by outlining what would be suitable for my income and lifestyle.

Have you seen the outcome you were hoping for?

Our investment plan is working and is on autopilot.