Reviewed for

Insurance and Protection ( 4 )

Mortgages ( 1 )

Pensions ( 23 )

Retirement income (annuities, drawdown) ( 10 )

Investments and Savings ( 14 )

Reviewers' assets

£500k+ ( 4 )

£200k - £500k ( 6 )

£100k - £200k ( 3 )

Up to £50k ( 8 )

£50k - 100k ( 7 )

Client reviews

First impression from a user who is not yet a client

October, 2018

Overall

Please provide a brief comment about your experience with Adam

Adam replied quite quickly after my initial enquiry and took the time to answer all my questions. He was very clear on his fees, timescales and service he and his firm could offer. He was accommodating in setting up a meeting to suit me. However we decided to use another IFA who could better meet our requirements.

First impression from a user who is not yet a client

October, 2018

Overall

Please provide a brief comment about your experience with Adam

Professional and accessible giving clear advice.

First impression from a user who is not yet a client

September, 2018

Overall

Please provide a brief comment about your experience with Adam

clear, concise, approachable.

First impression from a user who is not yet a client

October, 2017

Overall

Please provide a brief comment about your experience with Adam

Excellent service going to see him for more advice soon

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Kent

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

I needed advice on pensions and planning for the future. I had in pensions in five different places and I needed advice on what to do and how to do it. I was very wary of finding the right adviser given all the stories that abound.

How has Adam Barone helped you?

I shared my information with him and he came up with a detailed plan on what I needed to do to achieve short and long term plans. Nothing was ever too much trouble for him. I always felt he was working in my interests.

Have you seen the outcome you were hoping for?

Yes, without a doubt. For me his advice and the company's plans have met my needs. I feel as if I am in control now and I appreciate having control over my pension planning which I am achieving with Adam's help.

What could they have done better?

At this time, nothing.

Review from verified client

August, 2016

Overall

Advice

Service

Value

Based in Kent

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

I had an opportunity to take a significant transfer offer from a previous employer. I had two other advisers involved but i was wasn't entirely clear on the options due to so many disclaimers and unclear paperwork. Adam was the third adviser I chose with an unbiased view and pragmatic approach.

How has Adam Barone helped you?

Adam understood my requirements and appetite to risk. He made it clear what my options were and likely outcomes for my investments. I received a clear outline and strategy and managed portfolio.

Have you seen the outcome you were hoping for?

I received clear advice and now peace of mind the investments are in place. It appears the portfolio is well spread for my investments. I am happy with the advice.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Surrey

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

I was looking to release some capital from a pension that I have.

How has Adam Barone helped you?

Adam showed me all the options which were applicable to my circumstances, and helped me through the rules and regulations to come to a conclusion which I was happy with.

Have you seen the outcome you were hoping for?

yes, I have the outcome which I am satisfied with.

What could they have done better?

With my initial questions to Adam regarding my individual circumstances, I believe I have been guided in the right direction.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Surrey

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

Needed to release tax free funds in private pebdion.

How has Adam Barone helped you?

Went through all options for me clearly and took the time to make sure I fully understood and clarified any concerns I had.

Have you seen the outcome you were hoping for?

Not completely but through no fault of Adam due to market place conditions.

What could they have done better?

I don't think Adam could have done anything better gave me all the advise I needed at the time

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Kent

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

Redundancy pushed me to an early retirement and I needed to make life changes and ensure a sound financial future.

How has Adam Barone helped you?

Adam pulled all of my details together to find a satisfactory solution.

Have you seen the outcome you were hoping for?

The outcome was exactly what I required.

What could they have done better?

Adam was more than helpful, I don't know what he could have done to make the process easier

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Kent

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

Looking at income with retirement nearing.

How has Adam Barone helped you?

Adam understood my needs immediately and patiently ensured that I understood my options, he was also very clear about schemes that should not be changed so that I would be assured of the best returns.

Have you seen the outcome you were hoping for?

the advice that I received enabled me to plan for my future and made me feel so much more secure.

What could they have done better?

nothing could have been done better - really. Adam even helped me to fill in paperwork for plans that weren't included in the work that he was doing.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Hampshire

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

Having had an abbey life pension scheme they could no longer give advice and as I was coming up to retirement age I went on government pension advice and they recommended Adams firm.

How has Adam Barone helped you?

Adam helped me move in the right direction as regards my pension pot.

Have you seen the outcome you were hoping for?

Early days yet but signs look good.

What could they have done better?

He explained everything very well and never rushed anything

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Surrey

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

In order to release some funds from a deferred pension to cover the cost of the shortfall of an endowment mortgage due to the mortgage coming to the end of its 25 years term.

How has Adam Barone helped you?

Adam Barone dealt with the Insurers and bank without the need for me to intervene after having assessed my attitude to risk. Adam was very clear in all communications and ensured any actions were understood before instigating discussions with the Insurers and bank.

Have you seen the outcome you were hoping for?

Yes; as my priorities were to ensure I was within the timelines and be mortgage free by the end of August 2015. I am also pleased with the current investments on the remainder of my pension.

What could they have done better?

I have no further suggestions having had no previous experience and feel the service and actions I experienced were delivered on time and accurately.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Ross-shire

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

Consolidation of various small pensions.

How has Adam Barone helped you?

Advice and recommendations.

Have you seen the outcome you were hoping for?

Hopefully.

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Kent

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

I needed to move my funds in to lower risk funds and couldn't do it myself because the system is too complicated!!.

How has Adam Barone helped you?

He mved my funds and made them available to view on the Aviva Platform.

Have you seen the outcome you were hoping for?

It's beeen in line with market developments. Perhaps slightly better than I expected bearing in mind the current situation.

What could they have done better?

Not really

Review from verified client

July, 2016

Overall

Advice

Service

Value

Based in Surrey

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

I was aware that the rules relating to pensions were changing and that at age 55 I would be eligible for a tax free lump sum to clear our mortgage.

How has Adam Barone helped you?

Adam went through with me, in great detail, all the new rules relating to early drawdown from my various pension funds. He explained how I could apply for the money, arranged all the relevant paperwork and forms and thanks to his efforts our mortgage was paid off in time for Christmas last year. What a Christmas present that was!.

Have you seen the outcome you were hoping for?

I have seen a huge improvement in my financial situation. My wife and I are able to enjoy two quality holidays per year and in the meantime, all the money that is still invested is growing nicely.

First impression from a user who is not yet a client

July, 2016

Overall

Please provide a brief comment about your experience with Adam

After sending my paperwork to Adam he never responded to either email. He's not interested in people who appear to have small investments. Not a great advert for the website.

First impression from a user who is not yet a client

December, 2015

Overall

Please provide a brief comment about your experience with Adam

I was pleased that he visited me at my flat and explained where I right now about my Annuity that I won't be able to withdraw until 2016 if the position changes.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in London

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

Wanted advice about retirement options.

How has Adam Barone helped you?

My adviser made some very useful suggestions on income drawdown (which I had not thought of as an option until our discussions). This has given me financial flexibility as well as being tax efficient.

Have you seen the outcome you were hoping for?

Very happy with outcome and results over past 3 years.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Surrey

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

Looking for best deal.

How has Adam Barone helped you?

Kept me informed of all options.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Ask if I wanted to pay fees up front therefore boosting my amount.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in Essex

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

A pension and an investment portfolio that needed to be looked after .

How has Adam Barone helped you?

Firstly Adam helped me co-ordinate the pension under 1 wrap . Having been excellent with the pension advise , Adam then helped me with the investments I held . There is no hard sell . Adam works with a client to ensure investments are made in line with your own attitude to risk .

Have you seen the outcome you were hoping for?

Yes the funds are actively managed and changes made as seen fit in line with the risk I am willing to undertake .

What could they have done better?

I am happy that everything has been done in line with what was decided when we have met .

Review from verified client

July, 2015

Overall

Advice

Service

Value

Based in Hampshire

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

To consolidate my Pensions.

How has Adam Barone helped you?

Very helpful, I was able to make an informed decision.

Have you seen the outcome you were hoping for?

This is a longer term investment, I hope to see the benefits in 2 or 3 years time.

What could they have done better?

I sometimes have to wait for a reply to emails, this could be due to Holidays. It would be nice if these queries were either dealt with by another advisor or I got a email auto reply Eg on holiday.

First impression from a user who is not yet a client

May, 2015

Overall

Please provide a brief comment about your experience with Adam

Noone got back to me

Review from verified client

March, 2015

Overall

Advice

Service

Value

Based in Surrey

How has Adam Barone helped you?

Advice given is clear and to the point

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in London

How has Adam Barone helped you?

Adam is extremely conscientious. He took on board my investment requirements and responded with a sensible package. I particularly appreciate the fact that he makes himself available after, as well as before, funds are entrusted to his care.

What could they have done better?

Our relationship is relatively recent, and I have as yet no particular suggestions to make.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Surrey

How has Adam Barone helped you?

Adam was extremely clear and precise very knowledgeable in all areas. Very thorough in his explanation of the what was available to us and best suited our needs. A pleasure doing business with him great service

What could they have done better?

Nothing at all!

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Surrey

How has Adam Barone helped you?

Very quick feedback, explaining the context clearly and objectively. I was happy with his analysis report which made me decide to use his service. He was patient to answer my questions and to explain how it works. The flexibility of the service fee was also a plus.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Adam

He never contacted me.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Adam

Review from verified client

September, 2014

Overall

Advice

Service

Value

Based in Hampshire

How has Adam Barone helped you?

Responded quickly to my enquiries

First impression from a user who is not yet a client

March, 2014

Overall

Please provide a brief comment about your experience with Adam

The meeting was very informative and friendly.I'm just waiting for James to follow up with me with his proposed action plan.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Ayrshire

How has Adam Barone helped you?

good understanding of our requirements and clear and easy to understand recommendations.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Ayrshire

How has Adam Barone helped you?

Understand our requirements and clearly explained his recommendations to us.

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Ayrshire

How has Adam Barone helped you?

Adam gave me a clear review of my financial position and explained clearly the options I had and recommendations he made. He had a good knowledge of a number of areas including Investments, Pension & Protection and kept me updated with the progress of my case.

First impression from a user who is not yet a client

September, 2013

Overall

Please provide a brief comment about your experience with Adam

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in Surrey

How has Adam Barone helped you?

Adam impressed me with his integrity. I asked him to review my pension arrangements and proposed course of action. Being financially fairly astute I felt pretty confident in my proposed actions but wanted a second opinion - these are big decisions. Adam traveled to my house and spent about 90 minutes with me. At the end of the meeting he confirmed that my actions and decisions seemed logical and sensible, whilst ensuring I had not overlooked any options. I knew he had traveled to my address and spent time reviewing my plans but he refused to take any payment as he felt he had not been able to improve on my own decisions. At the same time I felt entirely comfortable that, had guidance been necessary he would have been very able to do so. Adam is a very pleasant character of high integrity and I would happily recommend him.

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in Kent

How has Adam Barone helped you?

Professional approach. Prompt action and on time. I look for an advisor to give me sound knowledgeable advice,and this is what I was given.

What could they have done better?

Nothing that I can think of. Maybe ask for referrals but he may have done this anyway.

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in London

How has Adam Barone helped you?

My adviser made some very useful suggestions on income drawdown (which I had not thought of as an option until our discussions). This has given me financial flexibility as well as being tax efficient.

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in Surrey

How has Adam Barone helped you?

Kept me informed of all options

What could they have done better?

Ask if I wanted to pay fees up front therefore boosting my amount.

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in Surrey

How has Adam Barone helped you?

Adam did everything I needed to sort out my annuity. would recommend him no problem.

What could they have done better?

n\\a

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in Surrey

How has Adam Barone helped you?

Adam was thorough, very helpful and not pushy. He was very open, honest and upfront of which goes a long way in this current day and age.

What could they have done better?

Honestly, I don't think he could of done any more to help me and I would strongly recommend him to friends and family.

Review from verified client

August, 2013

Overall

Advice

Service

Value

Based in Surrey

How has Adam Barone helped you?

Very helpfull and a very good response to all query's got me a great deal on my pension

What could they have done better?

I can not think of anything else he could have done to make his advise and service better

Review from verified client

May, 2013

Overall

Advice

Service

Value

Based in Essex

How has Adam Barone helped you?

Very happy to have found a good independent financial adviser who will listen on what you want to achieve and will work with you to meet the objectives .

Review from verified client

April, 2013

Overall

Advice

Service

Value

Based in London

How has Adam Barone helped you?

Adam listens to your wishes and goals and then helps find a solution to help get you there. good communication and a very professional manner at all times. I felt relaxed and never pressured into making hasty decisions, very sound advice and a helpful friendly manner. I would recommend Adam without hesitation.

What could they have done better?

very little as the service I have received to date has been exemplary.

Review from verified client

April, 2013

Overall

Advice

Service

Value

Based in Hampshire

How has Adam Barone helped you?

He is good to talk to. He explains your situation clearly and efficiently. He is fast to get back to you if you have any problems. excellent.

Review from verified client

March, 2013

Overall

Advice

Service

Value

Based in Essex

How has Adam Barone helped you?

Took time to listen and understand what I was trying to achieve. Friendly and approachable. Nothing too much trouble. Replies promptly to any query that I may have.

Review from verified client

March, 2013

Overall

Advice

Service

Value

Based in Essex

How has Adam Barone helped you?

easy to talk to,listened,made sugestions,made process easy, got best deal, kept me informed.

Review from verified client

March, 2013

Overall

Advice

Service

Value

Based in London

How has Adam Barone helped you?

Straightforward, de-mystified information. Responded to communications promptly. Honest said if he didn't know the answer and would find out. Even though I had a very small amount of money to deal with felt I was getting the same service as if I'd had a lot. Always extremely couretous.

What could they have done better?

Know how to get to the pot of gold at the end of the rainbow!