Barry has been our financial advisor for almost twenty years. Barry is extremely personable, always professional, providing information with clarity ensuring the client’s full understanding of products. Barry keeps in contact on a regular basis both by email and in person ensuring the client is up to date with investments. Our portfolio is discussed with us on a regular basis. Barry’s advice has helped us to invest and manage our finances to suit our immediate and long-term requirements. From buying property, finding the best bridging facility to setting up a Trust Fund for our grandchildren.

We have and would recommend Barry to our friends and family for advice on all financial matters.