Unbiased professional financial advice you can trust
We are proud to provide our customers a superb independent financial advice and planning service, always delivered with an excellent standard of customer service.
Many of our customers have been kind enough to let us know how much our assistance and guidance has helped them plan their financial future, and we hope you will read just some of their testimonials and opinions below.
Both myself and my wife have known Kim for over 22 years. We have trusted him during that time to give us the best financial advice on mortgages, savings, ISAs and pensions, and he has never ever failed to deliver. His son Joel, is a ‘chip of the old block’ who shows great financial acumen, and delivering us a great return on our investments.
Paul & Sharon Callaghan
“When I started looking for an IFA I was nervous about relying on a website (unbiasedifa.co.uk) for a suitable introduction. However, as my previous advisor had moved to a different role, I needed to take the plunge and have faith in the website. Otherwise earning less than RPI in a Bank account and share portfolio was actually losing me money year on year. Likewise, the Unit trusts I had previously invested in were performing but no-one (including me) was actually managing the funds proactively, so I wouldn’t have known if they were doing well or not until my 6 monthly statement arrived.
From the local names shortlisted on the unbiased website, Barretts name stood out as being the best first point of contact as they appeared to focus on investment advice and had appropriate qualifications to support their claims.
My initial visit to Kim and Joel was arranged and not only was I was pleasantly surprised by how knowledgeable they both were but more importantly, how important it was for them to make me feel comfortable in placing my trust with them.
It was still very nerve wracking to remit my life savings to them from a High Street Bank and investment company. However, I needn’t have worried because they kept me informed re progress and the investments are already out-performing my expectations even in the early days.
Kim worked hard on getting my investments moved across from the previous holdings and even negotiated refunds from the third parties where their service had been so poor in moving the investments across. This was above and beyond what I expected Kim to do and was really appreciated.
I would thoroughly recommend others to take the plunge. Last week, my investments grew more in 7 days that they had in 12 months with the bank. I do know that the value of investments can fall as well, however, with the close monitoring by Joel and the detailed fact-find I completed at the outset, I am more than confident in the service I am receiving.”
“May I take this opportunity to thank you for all the hard work you have carried out for me, by intervening in what could have become a very difficult situation with my pension enquiries. I would have no hesitation in recommending your company to anyone for financial solutions”.
Mr J. E. Slack
‘We have been Clients of Barretts Financial Solutions for over 5 years, and we would certainly recommend their professional services to anyone who is looking for sound independent financial advice.
Steven and Carol Groves
‘When we were looking for financial advice on investments we sought the assistance of Kim & Joel Barrett and after our initial meeting agreed to avail ourselves of their services. Since then they have managed our affairs with great care and remarkable results for which we are most grateful. We have and would not hesitate to recommend them for the excellent advice and service they provide.’
‘Their sound financial advice, easy approach, and always readily contactable has been a great benefit to me and my family. Barretts Financial Solutions have enabled me to plan my finances right down to the last detail and indeed have been instrumental in my early retirement.’
‘The financial advice and assistance I have received from Barretts Financial Solutions over the last 4 years has proved both professional and lucrative. In particular their recommendation to keep a large percentage of my assets under the Transact wrapper, and well spread to help guard from risk, is hugely comforting.’
‘The advice and help he gave me then regarding borrowing money against the house, rather than an overdraft facility from the bank was invaluable. He also suggested I lease not buy my van. Both pieces of advice meant that in those early months I was not short of money and managed to pay my invoices on time. Kim is always careful to give all sides of the situation to make sure I make an informed decision and I trust him implicitly.’
‘I would like to say how pleased I have been with the service that Kim and Joel have been providing over the last 5 years. They have been very professional in dealing with both Sovereign Medical’s and my own personal financial matters. We know that you will always offer balanced advice on all financial matters we bring to you. Long may this continue.’
‘Kim Barrett has been responsible for taking care of my investment and personal pension portfolios for approximately 25 years and has done so with great skill and care and, consequently, with excellent results. He has been and continues to be assiduous in keeping me very well informed on all aspects of the funds for which he is responsible.
You can read further reviews of the qualified financial advisors at Barretts Financial Solutions on the independent review site Vouched For.