Always a pleasure
“I always look forward to meeting with Barry to catch up on my investment performance. I appreciate his advice and reassurance that my money is in the right place to meet my long term needs.” – Neil Munro
“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.”