Adam Barone

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.

Please provide a brief comment about your experience with Adam

Professional and accessible giving clear advice.

Please provide a brief comment about your experience with Adam

clear, concise, approachable.

Please provide a brief comment about your experience with Adam

Excellent service going to see him for more advice soon

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.