A Few Words From Our Valued Clients .......

Rob Barron has been my IFA for over 10 years and during that time I am delighted with the progress of my portfolio. This is a hugely important issue for anyone and I wouldn't hesitate to recommend Rob as someone who is entirely trustworthy and in whom I have 100% confidence.

Rob actively manages my investments and regularly updates me on performance, recommending changes as they are needed rather than waiting for annual reviews, this manages risk profile effectively, maximises returns and ensures my portfolio responds to my investment objectives as they change.

Rob takes the time to explain things properly and always supports his proposals with hard evidence backed up with good research which gives me a lot of reassurance that my pension and investments are in safe hands.

I'm delighted with the results Rob has achieved and would recommend his services to anyone.

Mr R Parker Manchester

David Triggs has been my financial adviser for nearly 10 years now and during that period, he and his very efficient assistant have given me first class support and advice.

David proposed a balanced investment portfolio based on my needs, which he thoroughly ascertained. Once the investment was made, David then provides regular valuations and performance indicators which we then discuss at the office. David will always recommend changes if they are needed.

David has also looked after schemes which I had in place before meeting him and has been extremely helpful and diligent in ensuring the best returns at the same time as dealing directly with the pension and investment providers on my behalf. I am delighted with the return my investment has achieved and would have no hesitation in recommending David's services.

Tim Cobbold - Cambridge

 

Having received exceptional financial advice from James Tanswell for many years, I believe James to be a first rate financial adviser. James has a superior knowledge of the UK Financial Services market and has always proved himself to be highly reliable and trustworthy. He is totally dedicated to understanding his clients' needs and delivering the best solutions. I have benefitted a great deal from James' advice and would not hesitate in recommending him.

Lou Stener - Wootton, Beds

 

I first met David Triggs some 15 years ago as he administered the company's pension scheme, but I soon realised that he could provide a much broader range of financial advice and services.

David reviewed my financial situation and quickly spotted that my neglected personal pension had been underperforming for years, to the extent that a compensation claim was sought and settled. I was suitably impressed! David has since managed this pension and my other investments, which have all performed well, despite the thrills and spills seen on the world's equity markets during this time.

But David provides much more than good advice on fund selection. Our regular and ad hoc meetings have delivered a strategy to meet my short and longer term financial goals which have included investment vehicles for mortgage redemption and early retirement. Flexibility has been key to David's advice, which has successfully adapted to changes in my personal circumstances as well as economic volatility and new financial legislation.

Mark Wing - Fordham, Cambs

 

I have been lucky to know James Tanswell for 15 years now, having worked with him for 10 of them and in the last 3 years he has taken care of my personal pension. He is a gentleman, always with a smile on his face and quite frankly I wouldn't want anyone else dealing with my life savings / pension. There is nothing he doesn't know in his field, always supplying me with updates and making sure the plan I am on is the most competitive around. If I have any questions or concerns he deals with them in a highly professional manner. I have every confidence in James and so should you.

Thomas Lee - Watford

 

I have known Rob Barron for some 8 years. He came highly recommended by a client of mine who had retained him for their Group Pension Scheme.  Since then I have seen Rob in  action, working hard to give the best advice on a client's financial affairs.  He actively seeks to find the best solution, and then  regularly keeps in contact so the client can update their plans as the economy changes. I have not hesitated to recommend him to my clients, who are always delighted with the service they receive. In a crowded market Rob really stands out, and I am delighted that with his new venture Flourish Financial Planning LLP he will continue to give excellent service to my clients in the years ahead.

Peter Guinn (Alliotts) - London

 

In my regular dealings with James Tanswell I have always been dealt with efficiently and professionally, which is a most refreshing experience. Great customer service is the norm when you speak or meet with James who manages to explain the most complicated financial terms in the most layman of ways so that I fully understand.

Ben Wisson - Bedford

Rob Barron has been my IFA for the past 14 years for financial advice and retirement planning. Rob is an outstanding individual with a high level of integrity, which together with his expert knowledge has enabled my portfolio to grow consistently above the market average. He is so good I recommended him to my employer and he also managed our staff pension portfolios along with their own investments. 

I would and have recommended Rob to anyone who requires a thoroughly professional and trustworthy IFA.

Mr R Austen Oundle

Both my wife and I have worked with Rob Barron for many years now, and we have had very sound and professional advice on all aspects of our financial planning, including ISAs, pensions and life assurance. Rob is a delight to deal with, as he makes complex areas of finance understandable, and has been excellent in growing our ISA and Pension investments. We regard Rob as a friend, who always acts with our best interests in mind, and would have no hesitation in recommending him to anyone.

 Mr P Skeates Reading

 

Robert Barron has been our financial advisor for over 25 years and continues to provide us with appropriate and informed advice.  Over the years he has listened to and understood our requirements and has adapted to our changing circumstances.  His ongoing advice has proven to be appropriate to our needs and we are very confident that he will continue to manage our investments in future to achieve our personal financial aims. We have and will continue to recommend him to our friends and family as a trustworthy, competent and knowledgeable independent financial advisor

Kathleen and Glen Bloomfield France

 

Rob Barron has been our IFA for over 8 years. He has managed our finances and helped us understand the complex area of pension and investment management. During that time his advice has culminated in a healthy financial portfolio, which includes both pensions and investments. Rob clearly has a vast knowledge of his industry and keeps in close contact with fund managers, thus keeping current with trends.

We particularly like his personal approach which includes regular updates on performance, advice on risk management and recommendations for investments. He also takes time to explain complex financial matters in layman’s terms in order to aid understanding and listens to our expectations for the future and how to manage our finances accordingly.

We have 100% confidence in Robs ability to manage our finances and based on results would have no problems in recommending his services to anyone.

Chris & Doreen Jones  Broom