What were the circumstances that caused you to look for a Financial adviser?
I had an opportunity to take a significant transfer offer from a previous employer. I had two other advisers involved but i was wasn't entirely clear on the options due to so many disclaimers and unclear paperwork. Adam was the third adviser I chose with an unbiased view and pragmatic approach.
How did Adam Barone help you?
Adam understood my requirements and appetite to risk. He made it clear what my options were and likely outcomes for my investments. I received a clear outline and strategy and managed portfolio.
Have you seen the outcome you were hoping for?
I received clear advice and now peace of mind the investments are in place. It appears the portfolio is well spread for my investments. I am happy with the advice.
David Turner, London
What were the circumstances that caused you to look for a Financial adviser?
I needed advice on pensions and planning for the future. I had in pensions in five different places and I needed advice on what to do and how to do it. I was very wary of finding the right adviser given all the stories that abound.
How did Adam Barone help you?
I shared my information with him and he came up with a detailed plan on what I needed to do to achieve short and long term plans. Nothing was ever too much trouble for him. I always felt he was working in my interests.
What is your current situation?
Have you seen the outcome you were hoping for?
Yes, without a doubt. For me his advice and the company's plans have met my needs. I feel as if I am in control now and I appreciate having control over my pension planning which I am achieving with Adam's help.
What could they have done better?
At this time, nothing
Keith Bailey, Bromley
About us
Adam is our Surrey based adviser and lives in Sanderstead, South Croydon. His objective is to provide clear, no nonsense financial advice without bias to product providers.
In doing so he aims to deliver a service that is easily understood and better able to achieve your financial goals.
He has been in the industry for over 20 years and specialises in Pension and Investment Advice.
Our services
Areas I specialise in;
- Pensions
- Pension Transfers
- Flexible Drawdown
- Income Drawdown
- Annuities
- Investments
- ISA's
- Inheritance Tax Planning
- Life Assurance
- Income Protection
Where to find us
Head office address: 94 Elmfield Way, South Croydon, Surrey, CR2 0EF
Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
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