Testimonials

Read some of the feedback received from clients.

I have enjoyed working with Martin over the last couple of years. The service and advice has always been excellent and I would strongly recommend him to anyone.

Paul Harman | Reading

Martin's advice and guidance is second to none, always with clarity and patience in spite of my persistant questions! He has guided me to plan for my and my family's future, and navigates the complexity of pension planning. He always puts my interests and goals at the forefront of our discussions...

Stephanie La Hive | Southampton

I had a great experience with Oliver. He really listened to my financial goals and provided personalised, sound advice based on those. His clear explanations and regular updates made me feel confident that my money is in safe hands. I highly recommend Oliver for anyone looking for a trustworthy F...

Tom Lilley | Winchester

Oliver is a highly competent and reliable financial Adviser. His personable and approachable nature immediately puts you at ease, and his advice is always clear and well-researched. He always takes the time to understand my specific circumstances, offering tailored investment solutions that align...

Private Client | Airline Pilot, Bristol

Oliver at Barrett Wealth has been fantastic. He takes the time to explain everything clearly and makes financial planning feel so much easier. I always feel confident that my money is in safe hands. Couldn’t recommend him enough!

Matthew Mutters | Managing Director, Reading

It has been enjoyably refreshing working with Oliver. As a business, Barrett Wealth, are prepared to spend time and focus on customer service and providing a personal, and rewarding, approach to private wealth management.

Jason Lowe | Wallingford, Director