Nothing is better than a job well done

Nothing is better than a job well done…

We are delighted to have built fantastic relationships with our clients. We’re proud to receive this great feedback, but we’re especially pleased when we see our values, philosophy and care making a difference.

Have a read of what people have to say about being a Wells & Co. client.

Peace of mind

“I asked Barry Wells and team to help me redress some historic investment. Barry quickly sorted out my issues. I immediately felt he understood my requirements for investments, and my risk profile. That's a few years ago, now Barry provides me with regular reviews, advice and applicable portfolios. Having invested for my family this gives me peace of mind. I wouldn't hesitate to recommend Barry. He is someone I trust.”
Non-Executive Director

Industry Experience

"Barry has been instrumental in guiding me through my investment allocation, his deep knowledge and industry experience gave me confidence in the process. Olivia’s been very responsive and helpful. The level of service has been impeccable."
Francesca Contini, Client Service and Business Development, London

Warm and Genuine

"Barry has been a mine of information and has given invaluable, trustworthy advice. His approach is warm and genuine and I have felt very supported. I feel able to ask any questions and have them answered in an honest, helpful way. I wholeheartedly recommend this service."
Dr Simon Lewis, Clinical Psychologist

Supported through Hard Times

I don't know what I would have done without Barry and the team over the years. They supported me through some hard times and have got me into a great space financially. I have a lot to thank them for.
Zoe Anstey, Executive Director

Make a difference

“Barry has been a great source of advice for me in my future planning across investments, ISAs, mortgage, protections, income protections and future planning. It can be very daunting to younger people to think about planning for the future when income is ow and retirement seems far away but Barry has explained things to me very clearly and reassured me that you don’t need to earn a lot in order to save and make a difference for the future. I would recommend his service to anyone.”
Strategic Account Director

Proactive

“I have been grateful for Barry’s advice over the last few years. We have regular reviews that are driven by Barry where he provides proactive suggestions for changes with sound reasoning and timely nudges on areas to either take action on or give more thought to. He is always available to seek advice and if it is an area that is not Barry’s expertise then he will be able to recommend a Partner to work with. I would not hesitate to recommend Barry to anyone. In fact i have just recommended him to my son who is entering adulthood and needs to make some key decisions as he starts that journey into full financial independence.”
Group Vice President, EMEA, Ringwood

Suited to me

“Barry has worked with me to make sense of the variety of options as I approach retirement and make suggestions that suit my family and our circumstances. Pension and investment decisions I've made have been well explained and transparent in terms of cost and risk. Any query I've had to make has been responded to quickly. I am happy to recommend Barry for pension and investment advice.”
IT Consultant, Guildford

Sound advice

“The service of B Wells & Co have been instrumental in the growth of my funds within St. James’s Place Retirement Plan and savings, sound advice.
I have no hesitation in recommending their services to anyone thinking of using Barry."

Past performance is not indicative of future performance. Fund values fluctuate and can fall as well as rise. You may get back less than you invested.

Steve Dear, Retired

Keep it all very simple

“Barry and his team are great; they are very friendly and keep it all very simple to understand and manage. He looks after my whole family which is testament in itself.
Their service and support has proven reliable and trustworthy. I wouldn’t hesitate to recommend them to anyone.”

Zoe Betts

Outstanding service

“Barry is an articulate engaging individual. His open manner, coupled with excellent professional knowledge, has resulted in us being confident that we have received sound advice. He is able to explain complex issues simply and the service we have received has been outstanding. We would readily recommend him to others.”
Company Director, Alton, Hants

Sound and Trustworthy Advice

Barry has always given me sound and trustworthy advice. Always discussed possible options and put my interest first. Very friendly as well. I would definitely recommend him to anyone.
Erna Brown, Berkshire

We pride ourselves on delivering a first-class service.

Extremely Helpful

“We thoroughly recommend Wells and Co, both Barry and Olivia are extremely helpful. Highly delighted with the results of our investments.”

PJ & RJ Kitteringham, Retired

I cannot recommend Barry highly enough!

“Barry took the time to understand my financial goals and has provided fantastic guidance on how best to achieve them ever since. He’s always happy to explain things from first principles and is always willing to discuss the merits and demands of a given scheme or product. I cannot recommend him highly enough!”

Matthew Allen Roberts, VP, Software Engineering

Very satisfied

“Barry is a very charming gentleman, my husband and I are very satisfied with his help and advice, very trustworthy and would recommend him to family and friends.”

I totally trust his advice

“I was first introduced to my Financial Adviser two years ago and have had super advice. Whenever I need help he is there, he gets back to me immediately if he’s been out of the office. I have and will continue to recommend him to friends, because I totally trust his advice.”
A M Gasser, Retired

Impressed & delighted

“We continue to be impressed and delighted by the service we get from Wells & Company. In addition to rebalancing our investment portfolio to better match our risk attitude, a number of underperforming pension pots have been consolidated and are now performing well. Barry has given us excellent advice, and always explains his recommendations in a way that is easy to understand. We would recommend their services without question.”
John Allan, Retired, Cirencester

Past performance is not indicative of future performance. The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

A simplifed approach

“Barry emphasised that I need to ‘tidy up’ all my scattered funds and put them under one roof. This I have done and now control and management is much simplified.”
C Jenkins, Retired, Maidenhead

Confidence that our financial affairs are in excellent hands

“The service, advice and support we have received from Barry Wells has been outstanding. His personal, professional approach gives us confidence that our financial affairs are in excellent hands. We appreciate all his hard work on our behalf and certainly recommend him and Wells Wealth Management.”
Jane and Chris Mowforth, Retired, Haywards Heath

The best advice possible

“We have found Barry to be very professional and have enjoyed the time we have spent with him as he has given us the best advice possible. It has been a pleasure working with him and we would not hesitate in recommending him to anyone.”
L Money, Retired Publican, Amesbury

Trusted adviser

“Having dealt with Barry for a number of years I’ve always found him to be professional in both his approach and integrity. His advice is always presented in an easy and understandable way although the advice at times can be quite complex. It is reassuring to know I am dealing with a trusted adviser who takes the time to find out exactly what my aims and goals are without having the feeling that he is pushing his own agenda. He is someone I would definitely recommend to my friends and family.”
Nuala Batchelor, Company Director

Thoroughly professional

“Barry and his team have been thoroughly professional with the advice and guidance I received during my pension transfers. His professional knowledge and advice already given for adjustments to my portfolio has been invaluable and appreciated. Having access to my portal, documents, wealth reports and the message board is a great aspect of the Wells &Co. experience and would not hesitate to recommend their services to anyone.”

Clive Dutton, Retired, Cheshire

Highly recommended

“Barry has been a fantastic adviser and he proactively approaches things with me, he has always put our interest first. Highly recommend Barry to anyone.”
Shruti Aythora

Talking to an old friend

“Talking to Barry was like talking to an old friend. He immediately understood my needs/ concerns and advised me accordingly. I appreciated his professional but friendly and laid back style. There’s no differentiation between client – you receive a 5 star service no matter your financial means!”

Katy May

We value his opinion and trust his judgement

Barry has been advising us for more than six years. Over that period we have always found him helpful, pro-active and receptive to our own ideas. Whilst he always recommends caution where necessary, equally, he is ready to recognise situations where a measured amount of risk may be justifiable. We value his opinion, trust his judgement and would not hesitate to recommend his services to others.

Retired Solicitor

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