Barry is a local business man and fundraiser for a local charity in Carlisle.

Background

Barry had been using a separate accountancy firm and separate financial advisory firm before seeking advice from Armstrong Watson in Carlisle. 

He found the ability to use just the one firm and obtain advice on all his corporate interests, personal finances and accountancy services under the one roof was beneficial to him. He was introduced to Steve Shovlin, Armstrong Watson Financial Planning Consultant from Andrew Kennon in Armstrong Watson’s Carlisle office. 

Why did you choose Armstrong Watson Financial Planning & Wealth Management? 

It was a big relief to me when I could come into one meeting and have all the experts in one room and it was the best use of my time. 

One of the key reasons for choosing Armstrong Watson was the confidence knowing that they were going to be proactive and we were going to have regular meetings and discussions about my portfolio. 

The strength and depth within the financial planning team also means that someone is available to support me if Steve is not available.

What three words would you use to describe your Financial Planning Consultant?

Knowledgeable, professional and reliable. 

How has the advice helped you?

Steve looked at my current arrangements and came back with a number of recommendations to streamline my arrangements. He put an attractive plan in place to meet my objectives for my long term future.

For me, it isn’t all about cost. It’s the value which Armstrong Watson Financial Planning team put into the plans to enable me to achieve my financial goals for the long term.

The advice I have received is exceptional and they were a very good fit for me. 

You can watch the full interview with Barry Maxey here. If you’d like to get in touch or find out more about our service you can visit our financial planning and wealth management ​page or send us an email: help@awfinancialplanning.co.uk