AN INTERVIEW WITH… Barry Maxey, Director and local fundraiser, Carlisle

Demonstrating our value to individuals and businesses

We have been providing independent financial planning advice to clients across the North of England and Scotland for many years, and our aim is to always ensure that we provide real value to the individuals and businesses we work with.

In truth, value is very personal and difficult to define. Advice itself is somewhat intangible – it’s not something you can touch or see, and yet what you receive and, more importantly, how you benefit from the advice can be very powerful and at times life-changing.

The challenge, then, is: how do we demonstrate the value that we add? We didn’t feel that our words would be enough, and so over the last few months we have been undertaking a project with some of our clients, and we are grateful that they’ve agreed to be involved.

In previous editions of Inspired, we have featured Ben Peters, Managing Director based in Harrogate and we will continue to share other stories with you. You can revisit Ben’s interview here:

This time, let us introduce you to Barry.

Background

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

Visit the Armstrong Watson Financial Planning Website for more information:

If you’d like to get in touch or find out more about our financial planning and wealth management service you can visit our website: www.armstrongwatsonfp.co.uk or send us an email: help@awfinancialplanning.co.uk

Follow the link to watch the full interview with Barry Maxey.

Watch now

If you like this article and would like to subscribe to INSPIRED, our FREE monthly newsletter, then please click SUBSCRIBE.

Subscribe