Michael Barrett - Financial Advisor Testimonials

Very professional - did a good job.

Having been one of the many people who have left investing for the future late in life I chose to deal with St James's Place and in particular Mike Barrett for my personal pension.
Mike is a very personable man and easy to deal with, he took his time and explained the benefits of the scheme and the way in which SJP operate. As a cautious investor I was impressed with the performance of the Managed funds and the spread of risk. I can thoroughly recommend Mike and the packages from St James Place, he goes the extra mile to make sure you understand the process.

After I mentioned that I was less than thrilled with both my existing advisor and the performance of my pension plan, I was introduced to Mike by a business colleague
Following exploratory conversations at my place of work, I decided to pursue the matter further and Mike came to my home for in depth discussions and fact-finding covering all the subjects and areas required for us both to make informed decisions.
I found Mike very easy to get along with and he provided answers to my questions in a clear and concise manner without any hard-sell or pressure tactics.
I have now moved my plan into the care of Mike’s company and, although it is too early to gauge performance, I have been more than happy with not only the transfer process but more importantly with the communication and availability of information regarding my fund.
I am more than happy to recommend Mike for both his professional and personal approach.

As a member of staff of iThink-IT I have been priveleged to be able to call on Mike Barret for financial advice. He has always been honest and open with his guidance and I am very confident that he has steered me on the right course. Any and all issues have been promptly and correctly dealt with by Mike and Woodcote Wealth and things have been handled as they said they would with no nasty surprises. I can confidently say that there would be no hesitation to my recommending Mike and his services to anyone who would need financial advice now or in the future.

Like many people I guess that over the years I have accumulated a variety of different pension 'pots' none of which were being managed in a way that I would have liked. I sat down with Mike and he looked at and explained everything he would be able to do for me thoroughly and professionaly. I consolidated everything with Mike and Woodcote Wealth management after a couple of months considering all of the options. I have to say that Mike was very very thorough and I now feel confident that my money is being looked after in the way I want it to be. It is also great to be able to have a contact in Mike who is happy to keep me up to speed with market performances and my investments. Thanks Mike, I have been very impressed with the way in which you handled everything.