Keith Barr

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

I was looking for a company to review my current pension status and advise what was the best path moving forward i.e. keep the pension as is or bank into an investment fund.

How has Keith Barr helped you?

Keith consolidated three separate pensions I had into one investment via a wealth management fund. Through Keith's knowledge of the industry and his financial acumen this investment has grown since the start date.

Have you seen the outcome you were hoping for?

Yes the fund has grown but possibly not at the speed I thought, however there have been a number of world wide reasons for this over the years COVID being the main reason.

What could they have done better?

Nothing, while at my time with SWS I've always had 2 meetings per year with Keith fulfilled in a professional manner and explained in English rather than buzz word dialogue.

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

To manage my pension pot / fund accumulated Over 40 years with a singular employer

How has Keith Barr helped you?

Keith explains in simple terms how my plan performs with two review meeting per year

Have you seen the outcome you were hoping for?

Yes very much. My pension fund now has more in it than when I retired from work

What could they have done better?

Nothing, just keep doing what you do very well

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

The recommendation to contact Keith came from a colleague who gave a glowing report. This came at a time when our current advisor had retired and handed over to someone who was frankly, incompetent. We have since recommended Keith to family and friends.

How has Keith Barr helped you?

After examining our financial and pension situations, Keith's analysis encouraged us to take early retirement. We have never looked back and are enjoying life without having to worry about income.

Have you seen the outcome you were hoping for?

Yes and more. We are seeing benefits from acting on the advice Keith has given regarding pensions and investments.

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

Pension advice

How has Keith Barr helped you?

With his vast knowledge

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing I can think about

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

Planning for retirement

How has Keith Barr helped you?

Listened to my requirements and then presented options clearly and professionally.

Have you seen the outcome you were hoping for?

The outcome has exceeded my expectations.

What could they have done better?

Nothing, excellent advice!