"I needed advice about my Pension options in what was a really complex area with many different scenarios available for me to explore. Stuart listened intently and challenged my thinking and then constructed a good plan that has been implemented. He keeps me regularly updated as to how the plan is performing and working out. It has been really refreshing to meet with someone who has put my interests and needs above anything else."
"I have been a client of Barwells for over thirty years, using them for three house purchases, the drawing up of wills and trust funds and for financial advice. I have found them unfailingly efficient, professional and helpful and would recommend them without hesitation."
"I became a widow in 2000 when my husband died just before his retirement date and his lump sum and pension meant that all of a sudden I had a pot of money that I needed to invest for my future. It was at this point that I was recommended to speak to Barwells who were able to offer the advice that I required.
Throughout the last thirteen years I have built a special relationship with Barwells and in particular my financial adviser who initially set-up a portfolio of shares and bonds to provide a regular income and capital growth. Through regular meetings, emails and written communication I receive advice and recommendations which has resulted in my portfolio growing.
In my situation of needing financial advice at a difficult and emotional time in my life and forming a solid client relationship with them over thirteen years then I can fully recommend Barwells."