Barwells Independent Financial Management Ltd

I found Lee to be a very helpful, knowledgeable and friendly person who was able to do a great job in getting the results we wanted, Eager to please and quick to respond. I have gone to him on a range of different matters and was pleased with his responses.

"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."