Simon Whitney

Review from verified client

February, 2016

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

Approaching retirement, what to do with savings from pensions.

How has Simon Whitney helped you?

Options explained, non judgemental, giving choice whilst at the same time explaining options.

Have you seen the outcome you were hoping for?

Not yet.

What could they have done better?

Follow up- I have not heard from him since, have more pension money to invest, don't know what to do with it. He left a message saying a solicitor would be contacting me re a codacil to my will which did not happen

Simon's reply

Hi Helen, Many thanks for the review and I note your concerns regarding a further investment to your Portfolio and the Solicitor introduction, we have rung you several times as indicated above but have as of yet been unable to speak to you,lets go back to the old fashioned route as we keep missing you and a letter has gone out to you today outlining some further options.Many thanks Simon Whitney.

Review from verified client

February, 2016

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

My Wife was sold unnecessary policies in the past. We contacted the company that Simon worked for and have used him ever since following his excellent advice.

How has Simon Whitney helped you?

Hi sorted out unnecessary policies at the time we first contacted him and has continued to look after our financial needs as circumstances have changed over the years.

Have you seen the outcome you were hoping for?

Definitely I have complete confidence that Simon will invest our savings to do the best he can for us.

Review from verified client

February, 2016

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

I needed to generate income from a lump some, in order to pay rent.

How has Simon Whitney helped you?

With advice. Explained my options in language I could understand.

Have you seen the outcome you were hoping for?

Definitely.

What could they have done better?

Made me more money!!! I believe he has done a good job for me.

Review from verified client

February, 2016

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

I needed effective and informed independent financial advice.Simon was recommended by a friend.

How has Simon Whitney helped you?

Clear guidance was given and Simon took careful account of my particular circumstances. As a consequence, I received a detailed and pertinent report as well as clear explanations during face-to-face discussions.

Have you seen the outcome you were hoping for?

I received carefully considered guidance which guided my decision making.

What could they have done better?

No evident areas.

Review from verified client

February, 2016

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

was done by a previous financial adviser.

How has Simon Whitney helped you?

put me back on the right track ,explained everything in the right context.

Have you seen the outcome you were hoping for?

every aspect of his advice fitted our needs.

What could they have done better?

nothing everything he has done as been perfect.

Review from verified client

February, 2016

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

I had been poorly advised by another financial company and needed advice on how to better deal with my finances.

How has Simon Whitney helped you?

He helped me prioritise my financial needs and found the best products to serve those needs. He has regularly reviewed these and re-advised as circumstances have changed.

Have you seen the outcome you were hoping for?

Yes I have.

What could they have done better?

I cannot think of anything better than the service I have received.

Review from verified client

February, 2016

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

Advice on company purchase and pension.

How has Simon Whitney helped you?

Excellent personal service. Also putting me in touch with his network of specialist consultants.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

February, 2016

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

Simon came to out office to help us deal with the Equitable Life crisis in 2000 as our many of our staff members invested in AVCs with that company. I then decided to also seek advice from Simon concerning my future and retirement plans for 2007.

How has Simon Whitney helped you?

Simon quickly grasped the essence of my needs and outlined an investment plan to take me up to retirement age and beyond by maximising my financial potential.

Have you seen the outcome you were hoping for?

Yes, the advice I have received from Simon has been given in a clear and constructive way which has met my needs.

Review from verified client

February, 2016

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

Cashing in my pension.

How has Simon Whitney helped you?

Advised the best & tax efficient way to draw down my pension.

Have you seen the outcome you were hoping for?

Yes definitely.

What could they have done better?

Nothing, I was impressed & Very pleased withe there excellent service

Review from verified client

February, 2016

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

in need of investment / tax advice and a new mortgage.

How has Simon Whitney helped you?

Gave me sound advice and set up and managed an investment portfolio.

Have you seen the outcome you were hoping for?

Yes, great results, even managed to secure a preferential interest rate from my bank that, despite being a premier account holder, wasn't offered .

What could they have done better?

Really tough to criticise as I have no complaints and really appreciate Simons friendly approach and industry knowledge.

Review from verified client

February, 2016

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

Needed advice on investing monies from sale of property.

How has Simon Whitney helped you?

By providing advice and means to invest monies.

Have you seen the outcome you were hoping for?

Yes.

Review from verified client

February, 2016

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

I approached Simon at Montpellier (after reviewing several IFA's) to compare mortgage deals at the time as well as discuss several financial investments and my existing pension arrangements.

How has Simon Whitney helped you?

I returned to Simon to conclude on a Mortgage and complete insurances and protection. Simon also reviewed my pension arrangements. I continue to use Simon's expertise to ensure my finances are current.

Have you seen the outcome you were hoping for?

I have certainly seen the outcome I was hoping for. Having my financial affairs centralised has definitely allowed me better visibility of performance as well of course as having Simon and the professional yet friendly team there to offer expertise, even for seemingly trivial questions. I would whole heartedly recommend them.

Review from verified client

January, 2016

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

The death of my husband.

How has Simon Whitney helped you?

By pointing out the benefits, advantages and disadvantages of various schemes.

Have you seen the outcome you were hoping for?

Not yet fully.

What could they have done better?

Can't think of anything

Review from verified client

February, 2015

How has Simon Whitney helped you?

Simon asks us what we want to achieve and produces a selection of options with all the supporting information to enable us to make a decision. He also proactively suggests potential investment opportunities and modifications to our existing portfolio. We receive regular updates on our portfolio and can access information for ourselves online at anytime.

Review from verified client

January, 2015

How has Simon Whitney helped you?

I found simon to be very helpful .he had a very good knowledge about letting me know which was the best route to take regarding my retirement plan.

What could they have done better?

I think that he could not do any better than he as done for me .

Review from verified client

October, 2013

How has Simon Whitney helped you?

I was introduced to Simon by a lawyer friend of mine and one of the main reasons I engaged his services was his knowledge of Estate Planning and the complex IHT rules.We have been with Montpellier for the last 10 years and I am very happy with the advice they provide and their IT offering is excellent.