Barnaby Balkwill

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

Originally it was mortgage and savings advice but since then Barnaby has also helped with advice on investments, pension and inheritance tax planning.

How has Barnaby Balkwill helped you?

Having a financial advisor that I could trust to manage my affairs, was knowledgeable in a whole range of financial products, and that took the time to research and understand my personal situation has been invaluable. His advice and clear explanation of the options has made the decision process a lot easier and taken so much pressure off me.

Have you seen the outcome you were hoping for?

As in any market led investments the value of my portfolio has been subject to fluctuations, but these were always long term investments and over time I am extremely happy with the outcomes that have been achieved.

What could they have done better?

Without a crystal ball I don’t think Barnaby could have done anything better. If there has been any correction to be made at times then Barnaby has acted quickly and efficiently to ensure that the value of my investments was protected.

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

Initially reached out for help with mortgage and long term planning.

How has Barnaby Balkwill helped you?

Barnaby's advice has been literally life changing to my family and me.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Needed help with my pension / savings and maximising my investment.

How has Barnaby Balkwill helped you?

Barney has helped me invest in stocks and shares to get the best return out of my savings. Before they were just sitting in a SIPP not being invested as I found the prospect of investing overwhelming. With his advice and knowledge he has given me the confidence to take more risks with my money.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I am happy with the service so far

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

Various changes in my professional landscape made it clear to me that the time had come to start getting some professional input into my financial matters, to which I had not paid enough attention previously.

How has Barnaby Balkwill helped you?

In addition to some fundamental financial management, Barnaby has done a particularly good job of explaining the long-term relationships between time, money and lifestyle, in ways that have made the subjects approachable. I am not a natural when it comes to these affairs but i now feel more empowered and i would even say confident. He is an exceptionally patient person with a talent for finding simple expressions for complex matters.

Have you seen the outcome you were hoping for?

in the short term, I would say that i have.

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

I was looking for professional guidance to better manage my finances, plan for the future, and make informed decisions about savings and investments. I wanted to get more out of my investments and make sure my pension was in the right place.

How has Barnaby Balkwill helped you?

Barnaby helped me move it to better-performing providers and gave me advice that made things feel a lot more secure and well-managed. Barnaby has given me clear, tailored advice on my investments and pension planning. He helped me transfer my pension to stronger providers and set up an investment approach that suits my goals. I feel much more confident about my financial future thanks to his guidance.

Have you seen the outcome you were hoping for?

Yes, I’ve seen real progress. My pension is now with providers that perform better, and my investments are more structured and aligned with my long-term goals. It’s reassuring to feel like things are on the right track.

What could they have done better?

Honestly, I’ve been really happy with how Barnaby’s helped. If I had to say something, maybe a few more check-ins now and then would’ve been nice, just to stay in the loop without me needing to ask.