Reviewed for

Insurance and Protection ( 1 )

Mortgages ( 2 )

Pensions ( 36 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 10 )

Investments and Savings ( 38 )

Pension Transfers - Non Specialist ( 5 )

Inheritance Planning ( 2 )

Reviewers' assets

£500k+ ( 6 )

£200k - £500k ( 9 )

£100k - £200k ( 8 )

£50k - 100k ( 6 )

Up to £50k ( 3 )

Client reviews

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

The need to consolidate my pensions

How has Simon Torry helped you?

He took time to understand my circumstances, provide clear advice on the options and importantly the best time for any action.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Good , clear and prompt advice given.

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I needed guidance relating to investing my money. My aim was to take early retirement from teaching. However, this could only happen with good investments and excellent advice from Simon. I achieved my goal.

How has Simon Torry helped you?

Excellent advice , investments that were in line with what I wanted the outcome to be. Simon is clear and patient when explaining alternative options. He also gave me the to go ahead and achieve my goals.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I can honestly say Simon did everything brilliantly.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Looking to retire early

How has Simon Torry helped you?

Provided options with pros/cons

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Receipts from a property sale needed investing

How has Simon Torry helped you?

Provided investment advice to meet our particular specifications

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

January, 2019

Overall

Service

Value

Advice

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

We have known Simon Torry for many years now and when we decided we needed assistants with our savings and pensions we looked no further than Simon.

How has Simon Torry helped you?

Simon offers advice that he believes in. He has the knack of explaining things at the level we can understand and avoids jargon and initials etc. He has made recommendations for us that have proved fruitful and has explained his advice at all times with clear warnings of any risks. He keeps us updated with his market analysis and has proven to have a very cool head in good times and bad. Most of all Simon strongly advised / nagged me to take out Critical Illness insurance because he saw a gap in our overall cover. Unfortunately I had to claim on this insurance but the payout allowed me to scale back work and eventually retire early, without Simon's insistence that I take out this cover I would have forced to carry on working or take a dramatic drop in life style.

Have you seen the outcome you were hoping for?

Our investment plans are moving along nicely and so far are going to plan.

Review from verified client

January, 2019

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I plan on retiring in April and needed advise on pension transfer

How has Simon Torry helped you?

Simon helped me understand the pros and cons of pension transfer providing me with reports in plain English that I could understand and frequent meetings were arranged at a convenient time for me.

Have you seen the outcome you were hoping for?

Yes, everything is laid out in the report I have received.

What could they have done better?

As yet I have not taken any action as I am still employed at present, but overall I am very pleased with the service I have received so far.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Pension sharing through divorce.

How has Simon Torry helped you?

Explained everything in simple terms for now and also future.

Have you seen the outcome you were hoping for?

Have seen a good start.

What could they have done better?

Nothing.

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Kent

What were the circumstances that caused you to initially look for an adviser?

Final salary pension transfer.

How has Simon Torry helped you?

Explained in detail the pros and cons of transferring a final salary pension.

Have you seen the outcome you were hoping for?

Yes, the transfer went through smoothly and I was given regular updates.

What could they have done better?

I don't think anything could have been done any better

Review from verified client

July, 2018

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I needed help to decide if I could afford to retire early.

How has Simon Torry helped you?

He helped me break down our expenses and project them for future years. It made us realise we were in a good position and I went ahead and retired and not looked back since.

Have you seen the outcome you were hoping for?

I have my portfolio of investments and my tax free cash i can draw down. It hasn’t been going long enough to comment on the impact of the investments.

What could they have done better?

It took a long time to get my money - I think the law/process has changed and I just needed to adjust my expectations when it would arrive. Though they did keep me informed and chased regularly on my behalf.

First impression from a user who is not yet a client

May, 2018

Overall

Please provide a brief comment about your experience with Simon

He contacted me by telephone and answered all the information that I asked. He was very pleasant. I did not meet him face to face at all, so could not give you any feed back.

Simon's reply

Thank you for your feedback Mrs Crudgington. As we established during our telephone conversation you did require my assistance at this time.

First impression from a user who is not yet a client

May, 2018

Overall

Please provide a brief comment about your experience with Simon

Simon was very profesional and informative. We had a very good initial meeting. I am just deciding on my next course of action.

Simon's reply

Thank you for your feedback Chris, I'm pleased that you found our initial conversation beneficial.

First impression from a user who is not yet a client

February, 2018

Overall

Please provide a brief comment about your experience with Simon

Simon has proven to be an extremely knowledgeable and thorough professional. He has helped me to maximise my retirement income and to retire earlier than I had anticipated, all with a minimum of fuss or worry. Simon has not appeared hurried and has always made time to discuss anything that has come up. I consider choosing to use Simon's services to be one of my wiser decisions.

Simon's reply

Thank you for the kind words Jerry, it has been a pleasure to work for you and Olwen.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Pension drawdown.

How has Simon Torry helped you?

Simon understood my needs and explained all my options in plain English. Simon made sure I fully understood the process and I always felt he was making sure I and my family will be comfortable when I retire.

Have you seen the outcome you were hoping for?

All the financial arrangements Simon has made for me have been fully explained and meet my needs.

What could they have done better?

I do not feel anything could of been done better. Simon makes you feel relaxed and goes through everything with you to make sure you are comfortable and fully aware of what you are investing in.

Simon's reply

Thank you for the review Clorinda, I'm pleased to know that you have been satisfied with my service.

Review from verified client

December, 2017

Overall

Value

Advice

Service

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I was retiring and considering options to access my Pension.

How has Simon Torry helped you?

Simon helped me thoroughly consider and analyse the options open to me, including provided advice on managing my options wrt Tax and longer term planning ( including inheritance implications). This resulted in me making a specific request to my Pension plan .

Have you seen the outcome you were hoping for?

Yes, actually i’ve Probably achieved more or a better outcome than I had originally hoped for.

What could they have done better?

Given the very positive outcome I have achieved, very little. With the benefit of hindsight we both recognise that we could have pushed the timing quicker, but that was partly due to the complexity of my case and the precedent it set.

Simon's reply

Thank you for your feedback Pete, I look forward to helping you for many years to come.

Review from verified client

December, 2017

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

I was looking to removed my final salary pension from a previous employer.

How has Simon Torry helped you?

Simon explained the good and bad concerning any transfer i wished to undertake. He answers all questions with honesty and is very open. He asked that my wife also attend a meeting so that our ongoing financial situation would benefit the family in future.

Have you seen the outcome you were hoping for?

So far. Still early with my investments.

What could they have done better?

Happy to date.

Simon's reply

Thank you for the feedback Mike and glad that you are happy with things to date. Pension transfers are complex and high risk, so in my opinion it's essential to involve close family.

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Retirement Planning.

How has Simon Torry helped you?

He assisted us with our pension plans.

Have you seen the outcome you were hoping for?

Yes all our request have been actioned as requested and advised.

What could they have done better?

We are happy with the service provided no further action required

Simon's reply

Thank you for your feedback Dave, it has been a pleasure to work with you and Sharon. Simon

Review from verified client

June, 2017

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Additional capital following death of parents.

How has Simon Torry helped you?

Explained the alternatives, for short term or long term investment, and the risk and benefits of the various schemes.

Have you seen the outcome you were hoping for?

We are happy with the information provided and have acted on this advice for our investment.

What could they have done better?

We gave four stars for value for money which is very good. However, in 5 years time we hope to improve the scoring to 5 stars - excellent, when we have the experience of how the investments have performed over a much longer period of time.

Simon's reply

Thank you for the feedback Phil, I'm sure we can achieve 5 stars in under 5 years. Regards Simon

First impression from a user who is not yet a client

February, 2017

Overall

Please provide a brief comment about your experience with Simon

My fault entirely, didn't pay attention to the fact that Simon only works with clients with 500k+ to invest so I don't fall in that bracket.

Simon's reply

Thank you for leaving the review Karen, I'm sorry that on this occasion I have been unable to assist you.

First impression from a user who is not yet a client

January, 2017

Overall

Please provide a brief comment about your experience with Simon

Simon contacted me quickly and arranged a prompt initial meeting. He was very thorough and professional, and clear about the services offered and relevant charges.

Simon's reply

Thank you for your comments Alan it was a pleasure to meet you. If you don't become a client I hope to see you on the golf course one day.

Review from verified client

October, 2016

Overall

Advice

Service

Value

Based in

What were the circumstances that caused you to initially look for an adviser?

I was looking at taking the cash value from my final salary pension in the light of the new pension frredoms.

How has Simon Torry helped you?

He went through all the pros and cons of the proposed transaction in clear and simple terms.He took the time to understand what our circumstances were and carefully considered if this was the right thing for us to do.He took great care to make sure that we understood everthing.No presuure was applied at any stage of the process.

Have you seen the outcome you were hoping for?

I am very happy with the decision that we have taken and whilst it is early days yet am very comfortable that the outcome will be as expected.

What could they have done better?

Simon provided an excellent service to me so much so that I have reffered another college to him for advice

Simon's reply

Thank you for your comments Tony. I'm glad to have been of service to you and look forward to working with you going forward.

Review from verified client

April, 2016

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I wanted to move my existing private work pensions into an investment portfolio while taking advantage of the 25% tax free drawdown. Simon guided me through the entire procedure ensuring that I understood each phase of the process and making me aware of all and any potential pitfalls.

How has Simon Torry helped you?

Thanks to Simon's expert guidance I now have a portfolio that I can rely on to improve my initial investment with steady and safe growth. The advice Simon gave me for the drawdown also allowed me and my wife to get back on the property ladder after renting for a number of years.

Have you seen the outcome you were hoping for?

This is only early days so the investment fund needs time to perform before I can comment on that side but I'm pleased to say that the house purchase outcome more than met our expectations.

What could they have done better?

I don't think Simon and his team could've done anything better than what they delivered so I'm very pleased with the whole service.

Simon's reply

Thank you for choosing to use my services Colin, it has been a pleasure working with you. Transferring a final salary pension is a complex area of advice that does require a great deal of due diligence. In your case the benefits significantly outweighed the negatives so we were able to achieve the desired outcome. I look forward to seeing you for our annual reviews.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

I had inherited a large sum of money and needed advice on how to invest it. At the same time, I was looking to take early retirement and use my investments to supplement the income from my actuarially reduced pension.

How has Simon Torry helped you?

Simon assessed my outgoings and potential income from my pension and other savings plans. He also asked us (my wife and I) about our plans for the future: house improvements; new car; holidays; the lifestyle we were aiming for post-retirement. He then recommended an investment package that would best meet my requirements, taking into account my attitude to risk. The most important thing that Simon did was to never apply pressure for us to take the leap into investing the money. There was a long period (between our initial meeting and my final decision to contact him and decide to go ahead with the investment. During that time, he was available at the end of the phone to answer my questions and concerns and he often assured me that if I was so unsure then it would be wise not to go ahead with the investment.

Have you seen the outcome you were hoping for?

At our last meeting, our investments had grown considerably and Simon explained the data very clearly with a personalised written report that he had prepared earlier. I was extremely happy with the performance of our investments and Simon's explanation of their performance. I am now much more confident that we made the right decision to take Simon's advice, even given the volatility of the markets.

What could they have done better?

I do not think there is very much else that he could have done - he has been very patient with my indecision and anxiety over investments.

Simon's reply

Thank you for your comments Steve. Investing for the first time can be a worrying prospect, especially in today's volatile environment. Allowing clients time and space to consider their options before proceeding makes good sense in my opinion.

Review from verified client

March, 2016

Overall

Service

Advice

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Considering early retirement. Calculating possible income post retirement.

How has Simon Torry helped you?

Familiar with my profession and very thorough about gathering information concerning my needs and lifestyle. Advised us as a couple but was very careful to consider our individual needs, attitudes and anxieties. Advised on calculation of pension income and possible timescale for retirement; investment of savings to provide maximum additional benefit in retirement; transfer of existing ISAs to investment with greater return. Currently advising about options for using FSAVC. We have never felt pressured to act on advice and even our smallest queries have been answered swiftly and clearly, ensuring that we understood.

Have you seen the outcome you were hoping for?

Very satisfied with savings investment over last 3 years and happily retired without financial worries! Other areas of advice only recently taken up so too early to express an opinion but I am confident that the products will meet my needs.

Simon's reply

Thank you for your review Hazel. I am pleased that you have found my services of value.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Inheritance and planning early retirement.

How has Simon Torry helped you?

Explained options for investing our money, taking into account our attitude to risk and possibilities of switching other investments.

Have you seen the outcome you were hoping for?

On the basis of our investments' performance last year, we have seen a better outcome than we could have hoped for. However, we are aware that investments are for the long-term and are prepared for a bumpy ride as the markets dictate.

Review from verified client

March, 2016

Overall

Value

Service

Advice

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Ive been accompanying my aunt who has, been receiving advice from Simon.

How has Simon Torry helped you?

Advice to my aunt re her investments.

Have you seen the outcome you were hoping for?

Not quite, but this is reliant on the way my aunt deals with the advice she is given.

What could they have done better?

Couldn't have done anything better.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

At retirement age I required appropriate professional advice.

How has Simon Torry helped you?

Listened to our attitude to risk and what we wanted long term and advised which pensions to keep or change to drawdown.

Have you seen the outcome you were hoping for?

not yet..but am confident in our decisions.

What could they have done better?

If a item came up that he was unsure about, he would always check it out and get back to me promptly

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

IHT.

How has Simon Torry helped you?

Very good at explaining the inheritance tax laws.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in London

What were the circumstances that caused you to initially look for an adviser?

1) The need to responsibly invest a windfall inheritance; 2) the need to secure our child in terms of life and incapacity cover; 3) pensions and retirement planning.

How has Simon Torry helped you?

Simon reviewed all the three key areas listed above as well as our overall financial situation and annual cash flow and as a result put together a detailed financial plan and investment recommendations that address all of our needs.

Have you seen the outcome you were hoping for?

We are only at the point of implementing the financial plan, so it is early days and time will tell. But we we have been very happy with what Simon has done for us so far: to the extent that we can judge this, the financial plan looks carefully considered and well balanced (and certainly passes the key test that this is not something we could have possibly done ourselves); his cautious approach and emphasis on cost control has suited us well; his customer service has been excellent; and we have appreciated the fact that he has twice given advice that showed that he was looking out for our best long-term interests and with that for our mutual long-term business relationship, rather than focussing on maximising short-term investments and fee income, which inspires confidence in the competence and integrity of his advice.

What could they have done better?

So far we have been perfectly happy.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

Investing funds from sale of property.

How has Simon Torry helped you?

By appreciating my concern to invest in a relatively low-risk fund, comparing a number of possible options and finally recommending a Prudential Investment Plan.

Have you seen the outcome you were hoping for?

Yes. It's early days, but profit realised after just one month.

What could they have done better?

Not a lot.

Simon's reply

Thank you for the feedback Larry, much appreciated.

Review from verified client

March, 2016

Overall

Advice

Service

Value

Based in Essex

What were the circumstances that caused you to initially look for an adviser?

i wanted to retire early and wanted advice about pension.

How has Simon Torry helped you?

he we through the way pension could be used so that i could find the best for my own neads.

Have you seen the outcome you were hoping for?

yes i am getting the best out of my pension.

What could they have done better?

he has given me all the advice i require if have any think i need to now just phone and he gets in tuch

Simon's reply

Thank you for the feedback Paul, look forward to seeing you in a few months.

First impression from a user who is not yet a client

March, 2016

Overall

Please provide a brief comment about your experience with Simon

The experience was first-class as usual. Simon contacted me within 24 hours and arranged an "out of hours" time to talk which was convenient for me. His information and advice were clear and concise and very helpful. Simon gave me financial advice years ago and I had no hesitation in contacting him again as I have full confidence in his skills as a financial advisor.

First impression from a user who is not yet a client

July, 2015

Overall

Please provide a brief comment about your experience with Simon

Comprehensive response by E mail and followed up with another mail to check I had everything required.

First impression from a user who is not yet a client

June, 2015

Overall

Please provide a brief comment about your experience with Simon

A warm, friendly, knowledgeable and professional person to deal with.

First impression from a user who is not yet a client

May, 2015

Overall

Please provide a brief comment about your experience with Simon

I arranged an initial meeting with Simon and my wife and I were very satisfied with the clear information he provided. We have also spoken to other Financial Advisers who were again very informative, explaining things very clearly There was very little to choose between them but Simon was the one we felt most confident with. We look forward to working with him and would be happy to update you later on our experience.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

At an initial meeting, our adviser was very quick to understand our needs (husband and wife in their 50s working for the NHS and a state school) and a subsequent audit of our financial circumstances was detailed, comprehensive and very clear. A strong feature was the lack of any pressure to take quick financial decisions - it was more a case of 'here's my assessment of your circumstances, here's my advice on future investments based on your approach to risk, this is what it will cost, let me know if you want me to progress things'. His understanding of the Teachers' Pension Scheme and associated advice have been particularly reassuring. He has successfully challenged some of our preconceptions about our financial future without forcing us down a road we do not want to go down. Thus far, he has been an adviser - simply that. Which is what we wanted.

What could they have done better?

We are only two years in to our relationship with our adviser and at this stage we are only just about to act on his investment advice. It will be easier to answer this question in two years time. At this stage, we have been entirely satisfied with his approach with us.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

Put simply, Simon listens. By doing this he manages to get to what you need rather than what you think you need. After doing so he is well placed to offer informed advice.

What could they have done better?

Nothing.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

Simon Torry is able to talk to me at a level that is understood in a careful way. He enables us to come to decisions when we ready. We have full confidence in his knowledge and advice

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

We have been clients of Simon's for many years. He is by far the most professional knowledgeable approachable adviser we have ever dealt with. He has endless patience, taking time to explain and recap until you feel confident in your understanding of the products, advice etc. What he doesn't know about this industry could be written on the back of a stamp!! We would not hesitate in recommending Simon to other potential clients -your financial planning couldn't be in safer hands.

What could they have done better?

Can't think of anything

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in London

How has Simon Torry helped you?

Simon Torry listens to what I need and want. He completely understands my attitude to risk and works within that. He is patient and understanding when I am unsure about something and takes the time to explain it again, never losing patience with my silly questions. I am completely confident that he has my best interests at heart and that he is taking care of my money to ensure that I get the best return possible.

What could they have done better?

I can't honestly think of anything that Simon could do better.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

I took early retirement from teaching with an investment portfolio scattered across a number of different funds which I was finding increasing difficult to manage. I was also unhappy with the service I was receiving from my curent advisor. As I am single with no next direct next of kin my main concern was (and still is) to ensure that my investments keep pace with inflation so that I can continue to maintain my current lifestyle. After discussions with Simon my current holdings were reviewed and a detailed investment action plan produced. I was so pleased with this report and the balanced approach that was suggested that I appointed Simon to manage my portfolio going forward.To date it has achieved and generally out performed all the objectives set.

What could they have done better?

I am pleased with the work Simon is doing for me and can think of nothing that he could be doing better. I look forward to his annual visits and this is certainly easier than me having to visit him.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Suffolk

How has Simon Torry helped you?

Keeps in contact Updates us regularly Shows interest and is up to date with developments Demonstrates understanding of needs and respects clients wishes and opinions Is confident about his knowledge and understanding of the 'money market' Shows up on time and keeps appointments as scheduled Treats us as real people not just 'clients'

What could they have done better?

I can't think of any way that Simon could have dealt with us better, although we are aware of his desire to give the best service and to improve.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

My wife and I found that Simon Torry had excellent knowledge of all aspects on wealth financing and annuities,investments and pensions. His advise to us has been outstanding and we have now got a clearer understanding of our finances for the future.

What could they have done better?

We are satisfied with the service we have been given.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

Initially listening to my case and advising me of the various scenarios that I could follow. Whereas I had a one dimensional outlook, Simon opened up other possibilities. Discussing my outlook on risk and long term planning of my funds. After initial meetings, producing a comphrensive report on future incomes and outgoings. Liaising with my Pension provider. Generally listening and answering my concerns, and giving me food for thought on all my transactions.

What could they have done better?

It all seems very professional to me, so I have no advice as such. Keep on doing the same strategy.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

He offered advice which was tailored to our specific needs. We are teachers who were about to retire and he a good knowledge of our pension scheme and the Prudential AVCs which we had invested in. He advised us to settle into retirement before making any major investment decisions. At no time did we feel that we were put under any pressure to arrange further meetings or invest our lump sums through his business. This gave us a feeling of confidence and trust.

What could they have done better?

At this stage nothing.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

His advice and the work he has done for us has always been satisfactory and we believe that we have gained from using him as our financial advisor. Simon has always been professional in what he has done for us and, when necessary, made it clear that to answer some questions is outside the scope of his expertise and/or would impair his independence. .

What could they have done better?

As one would expect, there have been the odd slip-ups but these have been minor and have not caused us any significant problems.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

Simon Torry really listens to you as a person with specific interests and needs rather than seeing columns of figures. I, as an experienced teacher, can teach anyone to read their ABC but it was Simon who unravelled the mysteries of my AVC. Having always taught my income was modest and taxed at source. I had never had to consider where to place money except when buying a house. I was about to retire, live on a pension and receive a lump sum of money. Attending a conference on the services Simon offers persuaded me there was so much more out there that I did not know about. The resulting comprehensive report and it's delivery helped me to set up my financial plan and was flexible enough to adapt when the needs arose e.g. A son's wedding, holidays, replacing cars etc. Simon ensured he knew my level of comfort with risk and rewards. It also gave me independence, Simon did not suggest money-making (his) overseeing programmes but handed the reigns back to me saying "You know where I am . . . " which was supportive in its own way. I have since come into an inheritance, loaned money to my daughter to buy a house but I will be going back to Simon for a financial check up very shortly. Simon respects you your own profession and is a shining example of his.

What could they have done better?

At the moment I have no suggestions here. Perhaps a 'newsletter' to keep clients informed of possible tax and financial changes they might not have picked up in the paper?

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

Simon listens carefully to my questions and concerns and offers advice clearly and explains things in simple terms. He discusses issues in a friendly and approachable manner enabling me to have a better understanding of my financial situation. He seems to have a good understanding of my financial needs and although some of my needs are probably very simple, he always makes me feel that I am a valued client. He has advised me on where to make changes to my investments and where my future investments would be more be profitable. His advice regarding my pensions has been very welcome. Simon responds to any queries I make by phone or email quickly and gives me advice accordingly in a friendly manner.

What could they have done better?

Having Simon as my Financial Advisor has given me confidence to discuss my finances with him and I really cannot think of anything that I think needs improving.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

Simon explains things very well and he has a good understanding of my financial requirements. He is never pushy and he comes across as a relationship manager rather than as a salesman. I often seek Simon's advice as I trust his judgement and I never feel that he is trying to sell me anything.

What could they have done better?

Simon has adapted his business well in an ever-changing regulatory landscape. It's difficult to pinpoint what Simon could have done differently for me as I have never had any reason to complain.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

Simon explains everything in a clear and concise manner so that you can understand financial jargon. He takes the time to understand your individual needs and expectations before suggesting any options, and you are under no pressure to accept his recommendations. Appointments are at a mutually agreeable time and are very informal and not constrained by pre-set time limits. Fees are transparent, both your own and those which Simon receives for recommendations. The voluntary yearly review scheme he offers means your financial position is always appropriate for your changing needs, and you are kept up to date with new financial incentives. He is always happy for you to contact him with any queries or concerns and replies promptly.

What could they have done better?

We are very happy with all aspects of his service as it stands.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

Making decisions about retirement (perhaps especially because it's going to be early retirement) were amongst the most important I was ever going to make. I wouldn't have made them without being fully informed and fully confident of the practical consequences of my decision. Simon's understanding of my situation and needs was excellent and his expertise reassured me that I was making my decision with all the information I needed.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

I first met Simon about twenty years ago, when he worked for another company and approached me as Deputy Head of a large secondary school to see if he could speak with the staff about their pension planning. From there, many of my colleagues requested his services on an individual basis and many, including me, still do! Forming his own company has allowed a much wider range of advice to be given. Simon is efficient, understanding and works with complete integrity. He has a way of making even the most incomprehensible financial affairs understandable. He asks pertinent, but not delving, questions, to ensure he has a good understanding of exactly what are his clients' financial needs and desires. Regular reviews ensure that he is able to amend the portfolios established, to ensure that they are still doing what they were originally set up to do. Or to make changes according to the changing need of the client. Simon's friendly, knowledgeable and professional approach have been unswerving over the years.......and for many more to come, I hope!

What could they have done better?

Possibly consider introducing a solicitor into the company, who will offer the same excellent advice, but beyond the financial aspects.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

Simons has excellent communication skills and explains all scenarios in full with the pluses and negatives of all the areas I needed advice. He worked diligently to my timescales.

What could they have done better?

no negatives yet !

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

Simon provided a free initial consultation to establish what I required. He advised me of the service he could provide and how much it would cost. I decided to go ahead and use his services. He spent time establishing my needs and and hopes for the future, and then came up with recommendations. Simon fully explained my options and the reasons he made the recommendations he did. He arranged for the transfer of policies and kept me up-to-date of the current position.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

Simon is always helpful and listens to our situation and requirements and provides sound advice for our investments. He updates and meets us at regular intervals. We allways find him very personable and very pleasant to deal with.

What could they have done better?

We feel he is very much 'on the ball' and we enjoy his style of service.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in South Yorkshire

How has Simon Torry helped you?

The best thing about having Simon as our financial advisor is that he has provided continuity of service over the years we have known him. He provides a very personal service, meeting with us at least once a year for an annual review. He is always available by phone and emails, and answers all our queries promptly taking care to explain the financial jargon. He will travel to meet us at our home, so that our meetings are professional yet informal, instructive without being patronising, and carried out in a relaxed environment where we feel we are free to ask any question.

What could they have done better?

I cannot think of anything that we would like Simon to change. He assures the company will limit the customers it serves to ensure he can continue to provide this personal service

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

Simon takes time to work with me as an individual, helping me to identify and prioritise present and future spending plans, including those concerning inheritance. He is an accomplished mentor and coach and supports me in financial planning, risk assessment and investment. He has got to know my aspirations and advises on how to plan financially for their realisation whilst always counselling caution where appropriate. Simon has offered excellent advice on investments and on pensions, both of which have done well even in the most difficult financial climate. Indeed his on-going advice to our children on insurance and mortgaging has proved invaluable. Simon is genuinely interested in his clients' well being. He is a good listener, approachable and reliable. He will always return calls promptly and does what he says he will do - the consummate professional. Most importantly, I feel I can trust him implicitly and am fully confident that under his guidance we shall remain financially secure.

What could they have done better?

Simon currently fully satisfies all our requirements.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

I have been a client for many years and have always been advised well. Simon in particular has given me solid, well thought out advice for investment and pensions. He has an excellent understanding of markets and trends which has been of great benefit to me.

What could they have done better?

There is nothing that could be done ant better.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

My wife and I, as a school teacher and local government officer, were concerned that although we would have stable salaries and pensions we needed advice to make the most of our income regarding, savings, early re-payment of mortgage and pension provision. We have know Simon for many years now and have approached him on a number of occasions, as we have neared and then entered retirement, for a financial review. On each occasion he arranged for a convenient time at our home to go over our current situation, having already established through a questionnaire what the relevant facts would be in order to save time, and then carefully and sensibly went through the various options explaining the benefits and shortfalls of each. My wife and I agree that at each stage Simon listened carefully to our wishes and always offered reasonable alternatives for us to chose from. At no time did we ever feel pushed or cajoled into a decision with which we were in the least uncomfortable. On a number of occasions there were options which would have provided greater financial benefit to Simon but which were not sensible for us. For example, although he could, if we wished, offer an annual review of our relatively modest investments Simon suggested that we would be better off leaving these investments - with a Standard Life investment service - for a few years and so not incurring further fees from him - and then review them later but also stressed that he was "... always at the end of the phone if we had any concerns". He quickly helped us sort out an initial on-line difficulty caused by Standard Life themselves and also gave us a particular piece of advice, against an action we were considering, which has now turned out be invaluable. We feel Simon has taken a real interest in us as individuals, has a good grasp of our particular financial situation and we are sure we will continue our relationship for the years to come.

What could they have done better?

In our particular situation, with our financial circumstances, we struggle to think of anything else Simon could offer.

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

Simon talks to you in plain English so that you can understand.

Review from verified client

July, 2013

Overall

Advice

Service

Value

Based in Essex

How has Simon Torry helped you?

Simon and his team are an extremely efficient professional team who are very approachable . Their approach to understand my financial needs is very thorough . Simon clearly has a very good understanding of the financial markets and acts with integrity at all times .