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Address

19 Poulton Road
Carleton
Poulton Le Fylde
Lancashire
FY6 7NH

Telephone

01253 885 844
01253 890 541

Email Address

info@michaelbarr.org.uk

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Michael Barr & Co Ltd have dealt with my pension investments for over 20 years. Approximately five years ago, they withdrew my investments in With Profit policies and re-invested the proceeds in a broad mix of investments. Their investment philosophy is such that should any particular asset class under-perform, such under-performance will be compensated by an improvement in the performance of a different asset class. This approach has produced a significant improvement in overall returns, despite the ups and downs in investment conditions during such period. Another benefit has been more transparency in the performance of investments. The only indication of performance of with profit policies was the annual statement. Now, I am able to access the daily fluctuations of the various investments on the Internet.

I would be pleased to recommend Michael Barr & Co Ltd to anyone seeking a realistic approach to their investment arrangements with which, in my case, I have been more than satisfied.

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