Edgmoor Financial Planners

We have used edgmoor since it started and wouldn’t consider any other financial advisors. they are extremely professional, friendly and deliver on what they promised. the regular portfolio reviews are informative, useful and explained in a manner that even a layman can understand. most importantly, we are happy that our investments are being managed closely and outperforming the markets. communication from the company is top-class.

I have been advised by john and barry for over 15 years and i am very satisfied with the advice and service i continue to receive from them. they are straightforward and do not use jargon to explain their investment strategies and goals and i have always felt comfortable and relaxed with them. barry is now my main contact and i appreciate his personal and tailored approach.

I have had dealings with both john and barry at edgmoor and find them to be friendly, approachable, and also very knowledgeable. they take the time to understand their clients needs and objectives and put appropriate advice and recommendations together. i would have no hesitation in recommending edgmoor financial planners. keep up the good work!

I've known my financial adviser barry o'neil almost 10 yrs now. barry is the most wonderful person you could wish to have on board to look after your finances. my financial investment is really small fry in comparison to some of the larger investments barry deals with but i know i am still treated with the utmost courtesy as everyone . if anyone is reading this review please be assured you will be in good hands with edgmoor financial planners.

Barry has been dealing with our financial affairs for five years. he has provided excellent, clear advice throughout that time - often simplifying complicated issues in an accessible way. as well as being professionally adept, offering instant solutions to a variety of sometimes challenging situations and always responding immediately to queries, he and adele have gone more than the extra mile recently by providing very human support while i coped with difficult health issues. we would have no hesitation recommending him and the team. sent from the all-new aol app for ios