Personal Financial Advisor - Bellwether Financial Planning

"Barry was recommended to me by a colleague and I have been a client of Bellwether’s for the last 5 years. Having a Limited Company I wanted to see how I could fund my retirement in a tax efficient way with the company being the primary sponsor. In addition, I wanted a degree of flexibility regarding my investment options with the freedom to invest in specific equities. I find Barry to be thoroughly professional, approachable and responsive in all our dealings and would have no hesitation in recommending him"

"Bellwether have been guiding us expertly on our personal financial planning for many years now. It has been critical in enabling us to plan, save and spend in a structured and sustained way as our lives have changed, our careers have developed and our priorities have evolved. More than facilitation and support, Bellwether provides active engagement and critical analysis that has helped shape our personal finances. What Bellwether delivers above all else for us is piece of mind in an area of risk and complexity. When it comes to your personal financial future, this is the quintessential “added value” service. At every step we have felt fully supported and in the hands of someone we trust."

"Barry is a world class pension and financial adviser. His technical knowledge is second to none. As importantly, his understanding of each client's individual requirements is exceptional. His empathy is unique and often missing in the business world. I would highly recommend Barry without hesitation."

"Barry was recommended via a mortgage broker when I wanted to explore retirement planning and how it would work with my limited company. I appreciated that Barry took the time to fully explain the intricacies of pensions in a straightforward, relatable manner. We have established a company pension plan that I am happy with and I have the peace of mind of knowing that I can contact Barry at any stage (in addition to our scheduled annual meetings) if my personal or business circumstances change. I would recommend Barry for your financial planning, particularly in relation to company pensions."

"As an independent engineering contractor with a limited company, I had little experience in pension planning. I found Barry’s approach easy to understand and he answered all my questions thoroughly. He was able to set me up with an excellent pension plan which I have found to be very tax efficient and he has updated me regularly on my options as the years have gone by. I would highly recommend Barry and Belwether especially if you are a contractor."