Karen Barwick

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

just wanted advice on whether it was possible to lower our inheritance tax burden

How has Karen Barwick helped you?

good listener and targeted advice

Have you seen the outcome you were hoping for?

yes . results so far as predicted

What could they have done better?

don,t think so

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

I wanted to transfer my bank pensions into a private scheme.

How has Karen Barwick helped you?

Karen did this transfer for me. She talked me through the process and I felt very comfortable throughout.

Have you seen the outcome you were hoping for?

Yes everything went through and the outcome was good.

What could they have done better?

Nothing could have been done better.

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

Investment advice for SIPP

How has Karen Barwick helped you?

Regular monitoring of fund performance

Have you seen the outcome you were hoping for?

Yes

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

Requirement of a financial adviser For retirement purposes

How has Karen Barwick helped you?

Guidance .excellent advice and monetary policies

Have you seen the outcome you were hoping for?

It has exceeded my expectations

Please provide a brief comment about your experience with Karen

My impressions of Karen: knowledgeable and experienced, competent, incisive, client-led with a good grasp of the whole picture; backed up by Azets resources, but working autonomously within the company in her own area of expertise.