Reviewed for

Insurance and Protection ( 33 )

Mortgages ( 65 )

Pensions ( 57 )

Equity Release ( 17 )

Retirement income (annuities, drawdown) ( 31 )

Auto Enrolment ( 1 )

Investments and Savings ( 51 )

Pension Transfers - Non Specialist ( 19 )

Inheritance Planning ( 9 )

Long Term Care ( 6 )

Pension Transfers - Specialist ( 16 )

Financial Planning ( 9 )

Financial Mentoring ( 2 )

Reviewers' assets

£500k+ ( 13 )

£200k - £500k ( 12 )

£100k - £200k ( 10 )

( 1 )

Up to £50k ( 24 )

£50k - 100k ( 17 )

Client reviews

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Simon

Good efficient service. Eloquently described my situation and advised what I needed to know. Thank you

First impression from a user who is not yet a client

January, 2024

Overall

Please provide a brief comment about your experience with Simon

He listened to what l said and understood my situation, which being single is a catch 22 situation. My best option is to downsize and live for 7 years. He agreed, but will contact me again to discuss other options.

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Kent

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

I needed a mortgage

Have you seen the outcome you were hoping for?

Yes, absolutely

How has Simon Munday helped you?

Simon found me a perfect mortgage in a very difficult economic climate

What could they have done better?

Nothing, Everything was perfect

Simon's reply

Thank you Nick for your kind feedback and I am delighted that you were happy with the service you received. Good Luck in your new home!

Review from verified client

November, 2023

Overall

Advice

Service

Value

Based in Kent

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

Inheritance

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Setting up investments and sorting out pensions

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in East Sussex

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

My work pensions were coming to a finish date and I needed advice on how to take the options they offered .

Have you seen the outcome you were hoping for?

At the moment it’s only a couple of months into my plan so to early to say

How has Simon Munday helped you?

He advised me on our to take my pension pots and invest .

What could they have done better?

To early to say but I am very happy with the advise given

Review from verified client

October, 2023

Overall

Advice

Service

Value

Based in East Sussex

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

Financial expertise for house invertment

Have you seen the outcome you were hoping for?

yes

How has Simon Munday helped you?

sound. well and thought out financial advise and guidance..Perfectly matched to my requirements

What could they have done better?

very little

Simon's reply

Thank you Chris, I really appreciate the feedback. I look forward to speaking to you again soon.

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in East Sussex

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

The volatility of the interest rates

Have you seen the outcome you were hoping for?

Yes, 100%

How has Simon Munday helped you?

Offered great advice and sourced a fantastic product.

What could they have done better?

Nothing

Review from verified client

July, 2023

Overall

Advice

Service

Value

Based in East Sussex

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

To invest the sale of my husband practice and various other

Have you seen the outcome you were hoping for?

Infortunately it took place during covid Simon was always reassuring

How has Simon Munday helped you?

Simon has help us to move to a bungalow (being elderly) by advising the best ways of borrowing, and the money was ready on completion.

What could they have done better?

Nothing could have been better Simon has acted with understanding. My husband being in hospital at the time.

First impression from a user who is not yet a client

July, 2023

Overall

Please provide a brief comment about your experience with Simon

Simon rang me within 1/2 hour and we went through certain things ,we arranged a face face for tomorrow 13th July

First impression from a user who is not yet a client

February, 2023

Overall

Please provide a brief comment about your experience with Simon

Helpful and reassuring.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in London

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

I wanted to move my final salary pension into my own plan.

Have you seen the outcome you were hoping for?

Yes I have, even though we have been through some of the toughest times imaginable with covid.

How has Simon Munday helped you?

By offering me fantastic advice, but before that making me aware of and explaining all of the options available to me.

What could they have done better?

Honestly, absolutely nothing.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in London

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

pension transfer and drawdown

Have you seen the outcome you were hoping for?

indeed

How has Simon Munday helped you?

rationalised all my scattered pensions to a more manageable pot.

What could they have done better?

nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Buying first house

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Great advice, helped through a difficult set of circumstances

What could they have done better?

They were perfect

First impression from a user who is not yet a client

December, 2022

Overall

Please provide a brief comment about your experience with Simon

So far the advice and support has been very good. Unfortunately due to market conditions Simon was honest and said it was not the right time, but we will be getting back together in 12 months time

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Sale of company

Have you seen the outcome you were hoping for?

Not this year but hopefully will improve

How has Simon Munday helped you?

Advice on pension

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Simon has looked after all my finances since I was widowed over 10 years ago.

Have you seen the outcome you were hoping for?

I have been very pleased with my pensions and investments.

How has Simon Munday helped you?

Simon has helped with my pensions, but also since remarrying a very small mortgage and insurance for my husband.

What could they have done better?

Nothing that I can think of.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Early retirement

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Yes

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Wanted proffessional advice

Have you seen the outcome you were hoping for?

yes

How has Simon Munday helped you?

good advice on how to manage my pension

What could they have done better?

Nothing. Completely happy with outcome

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Difficulties in finding a buy to let mortgage

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

In securing a mortgage and general financial advice

What could they have done better?

Nothing.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

First time buyers.

Have you seen the outcome you were hoping for?

100% yes!

How has Simon Munday helped you?

Simon helped us understand the ins & outs of mortgages, everything leading up to receiving the keys and answered every query we had. He also got a better 5yr fixed rate % than what our bank could offer.

What could they have done better?

Nothing at all.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Suffolk

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

Buying first home

Have you seen the outcome you were hoping for?

Absolutely

How has Simon Munday helped you?

Found a good deal on mortgage

What could they have done better?

Very good service

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Pension

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Definitely

What could they have done better?

Nothing , just brilliant

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

I was transferred into the prosperity company and contacted Simon Munday personally to discuss the issues I needed to address he was most helpful and put me at ease I felt confident dealing with him going forward

Have you seen the outcome you were hoping for?

Yes definitely

How has Simon Munday helped you?

He explains what is involved and how to proceed

What could they have done better?

Not in my opinion

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

One getting to the age where you need to get finances in order , moving forward to retirement.

Have you seen the outcome you were hoping for?

Yes indeed

How has Simon Munday helped you?

Through his vast knowledge base of the financial world, he gave sound and honest advice for us moving forward.

What could they have done better?

Nothing, the advice given, we are very happy with. Alternatives were presented, so we discussed all options and went with what suited us the most.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Wanted professional and sound advice

Have you seen the outcome you were hoping for?

And more than

How has Simon Munday helped you?

Simon ensured we received the best mortgage for us in our circumstances.

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

I needed financial advice on pensions and for a lump sum and Simon was highly recommended

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Provided advice and management of a pension fund

What could they have done better?

Improve time it took to get my pension moved, this was mainly down to old provider though

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Kent

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

Buying a house

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

He helped in various situations.

What could they have done better?

Nothing, exemplary performance

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Unhappy with previous advisor and needed to move pension funds.

Have you seen the outcome you were hoping for?

Early days, but yes.

How has Simon Munday helped you?

Simon is approachable and available when needed.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Unhappy with previous adviser.

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Personal service and always available if I have a query.

What could they have done better?

Nothing

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Amalgamating pensions

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Relevant advice,

What could they have done better?

Happy with all aspects

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Sussex

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

We wanted advice that we could trust

Have you seen the outcome you were hoping for?

Yes very much so

How has Simon Munday helped you?

Arranged life insurance and numerous mortgages for us, all options discussed and explained at length with great results

What could they have done better?

Nothing so far !

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Peace of mind

Have you seen the outcome you were hoping for?

yes

How has Simon Munday helped you?

Made the process easy

What could they have done better?

nothing more

First impression from a user who is not yet a client

December, 2022

Overall

Please provide a brief comment about your experience with Simon

Simon was extremely helpful, efficient and knowledgably when I contacted him about arranging a domestic and two buy to let mortgages. We needed to move quickly on the transactions and Simon helped us progress matters in order to meet our timescales - very customer focused. I would have no hesitation about recommending him.

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

I was advised to obtain a broker for my remortgage and was given Simons name.

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Simon helped me with a remortgage and did all the paperwork on my behalf to the company

What could they have done better?

nothing

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

My pensions provider offered only annuities and I wanted more options but the more I read about pensions and the options available the more confused I got.

Have you seen the outcome you were hoping for?

In these turbulent times, I am very satisfied with the performance and Simon's handling of my pensions.

How has Simon Munday helped you?

Simon is understanding and approachable. I feel comfortable talking with him. He is always on the other end of the phone. If he missed a call he always calls back. He is very knowledgeable in his field and without any pressure from him, he sorted out my pensions after explaining the pros and cons of the various options in simple terms after assessing the risk I was prepared to take. Through their platform I am also kept informed of real-time performance of my portfolio and their impression of how the markets are performing.

What could they have done better?

can't see what could do better.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Previous financial advisor had retired a few years ago and I needed a new one.

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Good advice and careful considerate explanations around some complex topics.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in London

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

We had a capital from the sale of a property which we needed investing

Have you seen the outcome you were hoping for?

No alas not at all. The markets have been down since we started investing.

How has Simon Munday helped you?

Simon has has always been very helpful and available.

What could they have done better?

Communication could be better. I feel at times we have been forgotten. In these very uncertain times, it would be nice to be contacted to tell us what is going on and how are funds are being managed. I am personally very unsure about our investments and would like a bit of reassurance on a regular basis.

Review from verified client

November, 2022

Overall

Service

Advice

Value

Based in West Sussex

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

I had an amount to invest for a pension and Simon was recommended to me .

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Lots of advice and moving my fund to ensure best performance.

What could they have done better?

Not sure

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

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

Retirement.

Have you seen the outcome you were hoping for?

As well as could be expected due to the current economic situation.

How has Simon Munday helped you?

Excellent communication, Always kept up to speed on financial matters.

What could they have done better?

Nothing to fault with the service provided.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

I had received a large amount of money from old company pension scheme that needed investing

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Simons was a great help in the initial setting up of my investments

What could they have done better?

No

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

I was saving money from summer internships and rather than it depreciating in a bank I wanted to invest it to withdraw at a later date. I also wanted to use my own funds rather than an ISA that Simon would run and Simon provided the local facilities to broker my trades.

Have you seen the outcome you were hoping for?

Absolutely, Simon is always super responsive and helpful and the ROI is coming along well.

How has Simon Munday helped you?

Getting new funds on the platform, always willing to chat on the phone to provide help.

What could they have done better?

N/A

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

I was seeking advice on life insurance

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

He saved me a lot of money

What could they have done better?

They could not have done better

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

To bring all the pensions of 51 years working into one place and to unlock a "protected" product so it could be made available

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Advised, planned and unlocked

What could they have done better?

All fine

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Seek expert advice

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Set up and transfered my personal pension into a draw down pension

What could they have done better?

Nothing, completely satisfied

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

Retirement

Have you seen the outcome you were hoping for?

Not sure under world on going problems

How has Simon Munday helped you?

With investment

What could they have done better?

More communication on the monies return am I getting the best deals

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Buying our first home together

Have you seen the outcome you were hoping for?

Absolutely! We are still here 3.5 years later!

How has Simon Munday helped you?

Simon helped us with giving us time to work around our careers, meeting late at night to orangise the mortgage, guiding us through the whole process which was all brand new to us.

What could they have done better?

Nothing! He is great

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

I was considering Equity Release on my home

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

He provided sound and considered advise

What could they have done better?

I don't know

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Robin sold his practice and was recommended to him

Have you seen the outcome you were hoping for?

Yes, thanks to his advice we are now in a bungalow instead of a town house

How has Simon Munday helped you?

By advising us to the different ways we could afford our next move mainly when we were about to exchange Simon managed to move the funds right on time He was always a friendly voice at the other side of the phone. when l needed a bariometric card it was taking time to come Simon looked for another solution.

What could they have done better?

not very much we are safely in our bungalow.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Wanted advice on how to manage my pension and lump sum.

Have you seen the outcome you were hoping for?

So far, so good, with the markets being very volatile at the moment.

How has Simon Munday helped you?

By giving us sound advice.

What could they have done better?

Sometimes difficult to get hold of.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

I had a pot of money and as I had known Simon personally, I thought it would be good to use him.

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

By explaining the financial side.

What could they have done better?

Nothing

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

I need at the mortgage for purchasing a new house

Have you seen the outcome you were hoping for?

Absolutely, could not have been any better

How has Simon Munday helped you?

Simon arrange the mortgage for me even though I have more difficult circumstances

What could they have done better?

To be honest I found his service absolutely faultless, it would be unfair to say there was anything they could do better

Review from verified client

November, 2022

Overall

Service

Value

Advice

Based in Kent

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

Potential early retirement

Have you seen the outcome you were hoping for?

Early days

How has Simon Munday helped you?

He was patient initially when I didn’t really know what I was going to do.

What could they have done better?

There have been a few instances where I have been left frustrated by the service: * asking me to get another pension quote from Kent County Council when the letter made it clear that it remained valid for some time to come *delay over releasing funds to me when I requested monies to pay for work being done on my house - and I always had to chase for an update *still waiting for my ISA to be “topped up” this financial year, despite that having been the advice initially provided

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Needed investment advice

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Very much so, diligent and clear

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Buckinghamshire

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

Approaching 55 and wishing to analyse my retirement options

Have you seen the outcome you were hoping for?

The global markets are uncertain at present - it would be unrealistic to expect the portfolio to grow at the rate expected until there is more stability

How has Simon Munday helped you?

Simon's advice is invaluable

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

pension

Have you seen the outcome you were hoping for?

yes

How has Simon Munday helped you?

my options were limited and Simon was able to utilise those few options

What could they have done better?

n/a

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

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

Remortgage

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Because I am so busy, Simon visited my workplace to give me advice for a remortgage, he was reliable, approachable, professional an extremely knowledgeable.

What could they have done better?

Nothing

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Sussex

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

Need to put money into investments for our future

Have you seen the outcome you were hoping for?

Not this year but has anyone

How has Simon Munday helped you?

Has secured a good balance of income

What could they have done better?

Kept in contact more than they have

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

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

Tracking an aged pension and Retirement planning a few years later

Have you seen the outcome you were hoping for?

Yeah absolutely

How has Simon Munday helped you?

His advice and continued help and support over the last 10 years

What could they have done better?

N/A

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in Kent

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

Divorced with money to invest

Have you seen the outcome you were hoping for?

Not yet but I’m trying to keep hold of the long term picture

How has Simon Munday helped you?

I felt I could trust him and his advice and help so felt safe in his hands

What could they have done better?

More easily visible statements of my accounts- I don’t need all the individual investment ins and outs and ups and downs, just a simple picture of overall money in and out for each of the three accounts I hold each month or quarter with the current balances.

Review from verified client

November, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Old pension which needed transferring

Have you seen the outcome you were hoping for?

Yes in terms of requirement being well looked after.

How has Simon Munday helped you?

Excellent advice, extremely approachable and thorough.

What could they have done better?

Nothing of note.

First impression from a user who is not yet a client

October, 2022

Overall

Please provide a brief comment about your experience with Simon

Simon is very personable and understands our needs. Most importantly he is quick off the mark and instils confidence after we have had less than quality service from an Insurance company.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

husbands retirement

Have you seen the outcome you were hoping for?

yes

How has Simon Munday helped you?

good advice and help with investments

What could they have done better?

nothing

Simon's reply

Thank you Sally for taking the time to leave me feedback, it is very much appreciated. I will do everything in my power to adapt and match your expectations moving forwards.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

I was t sure if we would be able to get a mortgage as my Husband was nearing retirement. Simon put my mind at ease straight away and I had complete belief and confidence in him from the first chat.

Have you seen the outcome you were hoping for?

Yes we finally completed on our own home in August ,and are looking forward to moving in soon after building work is completed.

How has Simon Munday helped you?

Reassuring me that what I wanted to do was possible,and he and Sophie helped me all along the way,through several hiccups! Excellent customer service.

What could they have done better?

Nothing!!

Simon's reply

Thank you Gloria for taking the time to leave myself (and Sophie) some feedback. I am thrilled that you were happy with the service and outcome and we will look to continue to improve our service moving forwards.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Kent

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

Recommended for a new mortgage

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Quality advice & guidance

What could they have done better?

Nothing

Simon's reply

Thank you Debbie for taking the time to review the service that you received, it means a lot to us that you take the time to do so. I am delighted that you saw the outcome that you wanted and were pleased with the service you received.

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in Sussex

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

Divorce, Simon advised on remortgaging the family home and which of my pensions would be best to draw upon the shortfall without endangering the other pension funds I would need for retirement

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Simon explained in laymans terms the options available and why, so I could make a balanced and educated decision

What could they have done better?

Nothing springs to mind aside of getting a bean to mug coffee machine perhaps!!

Simon's reply

Thank you Glenn for your kind words, it's always great to hear that the service we offer is up to expectations. I'll see what I can do on the coffee front!

Review from verified client

September, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

New mortgage

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

New mortgage

What could they have done better?

N/a

Simon's reply

Thank you Michael for taking the time to leave feedback and I am delighted that you were happy with the service that you received. I look forward to speaking with you again soon.

Repeat review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

Always helpful with advice when needed

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Needing to remortgage

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Enabled us to remortgage when if left up to our own devices, we would of been unable to

What could they have done better?

Not much I doubt

Simon's reply

Thank you Dale, it was a pleasure helping you and I am delighted you were happy with the service.

First impression from a user who is not yet a client

June, 2022

Overall

Please provide a brief comment about your experience with Simon

A very professional and knowledgeable young man. Simon was very patient in explaining the various options to me

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

I needed a mortgage.

Have you seen the outcome you were hoping for?

I have, and am very happy and satisfied with the outcome.

How has Simon Munday helped you?

He got me a fantastic mortgage.

What could they have done better?

Nothing, they were excellent, they very best.

Simon's reply

Thank you Nino for taking the time to leave feedback. I really appreciate it and am delighted that you were pleased with the service you received.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Herefordshire

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

Best thing to do with my money

Have you seen the outcome you were hoping for?

Yes

How has Simon Munday helped you?

Gave good advice

What could they have done better?

Nothing

Simon's reply

Thank you Kath, I am delighted you have got the outcome that you were looking for.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

I have known Simn for a few years. When I needed advice he was the only one I approached as he is dedicated, has an excellent knowledge on matters pertaining to financial matters and is completely open and honest.

Have you seen the outcome you were hoping for?

Yes indeed. I am completely satisfied with the outcome, it couldn't be better.

How has Simon Munday helped you?

He found a mortgage lender that enabled me to acheive a 'Lifetime' mortgage, which has allowed me to remain in the bungalow; that I have lived in for 43 years, for the remaineder of my life

What could they have done better?

Nothing. I am completely satisfied with his dedication, knowledge and determiation to find me a satisfactory outcome.

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

I was a first time buyer

Have you seen the outcome you were hoping for?

Yes, could not be happier with the service Simon provided.

How has Simon Munday helped you?

Really clearly explained the process and was very efficient and really helpful

What could they have done better?

Simon was excellent, there is nothing more he could do

Simon's reply

Thank you Nino, I am delighted that you were pleased with the service you received.

Repeat review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Hertfordshire

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

Simon has stilled remained in contact by email, when I have asked him to transfer funds to another account this as always been done promptly. I know I can contact simon either by phone or email and it will get back to me ASAP. I find simon approachable, easy to talk to you and any conversation remains confidential

Simon's reply

Thank you Lynn, I look forward to being able to see you again properly now!

Repeat review from verified client

February, 2022

Overall

Advice

Service

Value

Based in East Sussex

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

Simon helped me with life and Cristal insurance cover. He made an arduous task so much easier with his guidance! Thank you!

Simon's reply

Hi Sarah Thank you for your feedback and I am delighted you were pleased with the service you received. Best regards Simon

Repeat review from verified client

February, 2022

Overall

Advice

Service

Value

Based in East Sussex

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

Simon is at present advising and assisting us to review our financial path as we move forward into the autumn of our lives and giving us solid advice as to future plans we may well make. He still gives us an incomparable service , his knowledge as a Financial Adviser is spot on and feel safe following his advice.

Simon's reply

Thank you Janette for your kind words, I look forward to working with you for many years to come.

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in East Sussex

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

Looking for a Mortgage

How has Simon Munday helped you?

Finding the best mortgage provider as a single person

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Simon's reply

Thank you Ellie for your kind words and for taking the time to leave me a review.

First impression from a user who is not yet a client

September, 2021

Overall

Please provide a brief comment about your experience with Simon

Great, straightforward advice.

First impression from a user who is not yet a client

September, 2021

Overall

Please provide a brief comment about your experience with Simon

Not met yet but sounded very likeable. Made time for me at the shortest notice. Sofar so good.

Repeat review from verified client

September, 2021

Overall

Advice

Service

Value

Based in Sussex

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

Always available when needed for any support and help regarding our investments.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

To find , not only the current best, but also the longer term benefits and integrety of a company to use for Equity Release.

How has Simon Munday helped you?

Having worked at a senior level in Aviation for 40 years, i was keen to find an advisor and a company that i felt i could trust, and most of all would deliver my requirements with integrety, efficiency and honesty. His, and his teams analysis was broad reaching and he gave me options with outline benefits, and possible drawbacks, to enable me to make an informed decision. He was then more than happy and very honest about a decision we jointly arrived at. In summary, very personable, professional available anytime, even outside of hours and a pleasure to work with. Hightly recommended in my view.

Have you seen the outcome you were hoping for?

The Equity is now in place, and i am more than happy with the results and forecast outcome.

What could they have done better?

Professionally , nothing i could think of... but he is yet to buy me a beer.

Simon's reply

Thank you Chris for your kind words and I am delighted to hear that our service met your expectations.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

Remortgage and save money

How has Simon Munday helped you?

He helped us find a mortgage at an excellent interest rate for mature customers

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, an excellent service throughout

Simon's reply

Thank you Dale. I am so pleased to hear that you were happy with the service you received and thank you again for the lovely feedback.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Kent

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

Purchasing a house

How has Simon Munday helped you?

Found me a mortgage

Have you seen the outcome you were hoping for?

Yes was brilliant.

What could they have done better?

Nil.

Simon's reply

Thank you Tom for your positive feedback, I appreciate you taking the time out of your day.

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Suffolk

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

Buying first home.

How has Simon Munday helped you?

Researched and found a variety of different mortgages that met and exceeded with my needs, circumstances and expectations.

Have you seen the outcome you were hoping for?

Absolutely, in my new home with low monthly repayments due to great rate found by Simon.

What could they have done better?

Absolutely nothing.

Simon's reply

Thank you Steven for your review. I am delighted to have helped and wish you all the best in your new home.

Repeat review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

All ways at hand to give advice

Simon's reply

Thank you Malcolm for your review and kind words. I must do better and get up to 5's for you in the future! I look forward to speaking with you soon.

Repeat review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Kent

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

Always been on hand to provide help and guidance with additional questions I’ve had.

First impression from a user who is not yet a client

April, 2021

Overall

Please provide a brief comment about your experience with Simon

We are still near beginning, but he has been very helpful explaining his service, and each step.

Repeat review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Hertfordshire

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

I would normally have a yearly meeting with Simon for him to give me an update on my investments, due to the pandemic this was not possible. Simon still contacted me either by phone or email and I always knew if I had a problem or wanted advice I could contact him at any time and he would return my calls.

Simon's reply

Thank you Lynn, I look forward to being able to see you again soon. Not long to go now! Best regards Simon

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with Simon

Simon is very knowledgeable, he explained things in an easy to understand manner and he answered all my questions. 5*

First impression from a user who is not yet a client

March, 2021

Overall

Please provide a brief comment about your experience with Simon

Of no benefit

Repeat review from verified client

February, 2021

Overall

Advice

Service

Value

Based in East Sussex

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

With Simon's expert advice and assistance, we were able to review our financial requirements and with his guidance take a financial path that has given us a solid grounding for the future. Since then, he has always been available to continue to offer an incomparable service and one can feel able to contact him at any time with any question and know one will receive a concise and non biased reply.

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

Moving house, buying with my partner

How has Simon Munday helped you?

Our mortgage and life insurance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing he was fab!!

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

Moving in together

How has Simon Munday helped you?

Helping us finding the right policy

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Repeat review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Hampshire

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

We are currently moving house. Simon and his team made the process stress free and provided easy access to paperwork and tgeir services.

First impression from a user who is not yet a client

February, 2021

Overall

Please provide a brief comment about your experience with Simon

Too cocky and undermining. The guy was probably under the impression that he wastalking to some villain and was trying to play the geezer role and impress me saying his rates are £250/hour. That's what our senior solicitors charges in our law firm.

Simon's reply

Dear Fabrizio Thank you for taking the time to leave feedback and I am sorry that you were unhappy with the service that you received from me. I was merely trying to save you money, when you told me that you already had two brokers working for you I didn't see the point in you paying me a fee to find you a mortgage also. You also weren't happy to pay a fee for the work involved which I can't help with, I am sure you would not work for free either? I am certainly not in the game of trying to impress anyone, our charges are clearly stated in our client agreements on our website. I hope one of the other brokers was successful in obtaining you the mortgage you needed.

First impression from a user who is not yet a client

February, 2021

Overall

Please provide a brief comment about your experience with Simon

Answered my questions in a clear way and didn't use jargon, which I appreciated

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in London

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

Pension

How has Simon Munday helped you?

Pensions

Have you seen the outcome you were hoping for?

Yes

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in East Sussex

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

Needed a first time buyer mortgage under quick circumstances due to numerous delays elsewhere

How has Simon Munday helped you?

Simon was quick to setup a call, understand my needs, and got me a mortgage offer extremely quickly, and much cheaper than I was quoted at my high street bank.

Have you seen the outcome you were hoping for?

Yes Simon and the team managed all aspects of my mortgage application. Even when there was a change that needed to be made after the original offer was made, this was done swiftly.

What could they have done better?

Not really much I can think of!

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Sussex

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

I decided to take out Equity Release on my Flat a year ago. Simon was recommended to me by my Accountant

How has Simon Munday helped you?

Simon researched the various options open to me and gave me helpful guidance in choosing the best solution

Have you seen the outcome you were hoping for?

So far the results have been all that I hoped for

What could they have done better?

I am not sure if there is anything he could have do better

First impression from a user who is not yet a client

December, 2020

Overall

Please provide a brief comment about your experience with Simon

He was very approachable and honest and gave me very helpful advice.

Simon's reply

Thank you Amanda for your kind words. I hope you found the result that you were looking for.

Repeat review from verified client

December, 2020

Overall

Advice

Service

Value

Based in East Sussex

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

Simon has always been very approachable no matter how minor the question we have, explained every option with us and what he thought would be the correct route to go down, excellent advisor.

Simon's reply

Thank you Craig for your kind words, I look forward to seeing you again soon.

First impression from a user who is not yet a client

November, 2020

Overall

Please provide a brief comment about your experience with Simon

A good call. I am looking forward to receiving Simon'ss follow-up email with some key information.

Repeat review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Hertfordshire

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

Simon provides on going rolling advice ! If I need advice, Simon or one of his colleagues will provide advice immediately

Repeat review from verified client

October, 2020

Overall

Advice

Service

Value

Based in Hertfordshire

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

Simon has been in control for us and feel confident that we are in the best hands ! So much so we have rec friends to access his specialist service

Simon's reply

Thank you Paul, I certainly hope I will get to see you both again soon. What a crazy year it has been.

Repeat review from verified client

September, 2020

Overall

Advice

Service

Value

Based in East Sussex

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

General updates

Repeat review from verified client

August, 2020

Overall

Advice

Service

Value

Based in East Sussex

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

I have not needed to contact Simon since my last review as I was very happy with the products we planned and opted for. I would not hesitate to contact Simon should I need financial advice in the future.

First impression from a user who is not yet a client

July, 2020

Overall

Please provide a brief comment about your experience with Simon

Very clear and considered advice.

First impression from a user who is not yet a client

June, 2020

Overall

Please provide a brief comment about your experience with Simon

Simon was charming and even though on this occasion we chose not to proceed with our initial query, I would have no hesitation in requesting his assistance in the future should we need it.

Repeat review from verified client

June, 2020

Overall

Advice

Service

Value

Based in Hertfordshire

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

All ways at hand to give advice,very good service

Simon's reply

Thank you Malcolm for your feedback, I look forward to working with you for many years to come.

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in Kent

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

Needed help and guidance with two very complicated remortgages

How has Simon Munday helped you?

I wouldn't hesitate to recommend Prosperity IFA and in particular Simon Munday. He worked tirelessly to complete what were two very challenging remortgage applications for me. I was constantly update on the applications progress, he answered all questions and was on hand to take calls and reply to emails regardless of the time of day. His industry knowledge was exceptional and without question he helped me save money from products, that on the face of it, looked more suitable/appealing. #insimonwetrust

Have you seen the outcome you were hoping for?

Yes, both approved and funds now received.

What could they have done better?

Simon was faultless... Super impressed from start to finish!

Review from verified client

April, 2020

Overall

Advice

Service

Value

Based in East Sussex

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

We needed to apply for a mortgage application

How has Simon Munday helped you?

Sorted a mortgage for us and also life insurance and gave us some good advice.

Have you seen the outcome you were hoping for?

Yes very happy with the outcomes in all areas advised.

Repeat review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Hertfordshire

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

Simon has continued to provide support and in partial advice

Review from verified client

March, 2020

Overall

Advice

Service

Value

Based in East Sussex

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

I was interested in taking out Equity Release on my property. My former accountant recommended ProosperityIFA and I have been extremely impressed with the service I have received so far. I am now looking forward to working With Simon on my subsequent investments

How has Simon Munday helped you?

His advice was clear and easily understood

Have you seen the outcome you were hoping for?

So far so good

What could they have done better?

It it is difficult for me to comment on what Simon could have done better because I am a novice but he gives me confidence

Repeat review from verified client

March, 2020

Overall

Advice

Service

Value

Based in East Sussex

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

We remortgaged with his advice along with sorting us out with some great insurance

Simon's reply

Thank you Mark I am delighted you were pleased with the service and advice. I look forward to speaking with you both soon. Best regards Simon

Repeat review from verified client

March, 2020

Overall

Advice

Service

Value

Based in Hertfordshire

This review is a follow-up review from a client who left a review previously.

How has Simon Munday helped you since your last review?

Simon encourages personal meetings twice a year or your preference We are happy and he is always at the end of the phone

Simon's reply

Thank you Paul for your kind words, I look forward to seeing you soon.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in East Sussex

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

We needed to change our mortgage into joint names and extend the mortgage term

How has Simon Munday helped you?

He made an initial visit to explain the different options available and then we had contact by phone or email updating me along the way

Have you seen the outcome you were hoping for?

Absolutely! We extended the mortgage term, put it into joint names and reduced the monthly payment

What could they have done better?

Nothing really. It has been an easy process and felt I could contact Simon at any time if I didn’t understand anything

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Kent

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

Wanted to get the best deal for our circumstances

How has Simon Munday helped you?

Got the best deal

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in East Sussex

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

I needed advice regarding mortgages and life insurances.

How has Simon Munday helped you?

Extremely knowledgeable, did a lot of research and took the pressure of me away as it is something I know nothing about and wouldn’t know where to start.

Have you seen the outcome you were hoping for?

Yes, thank-you.

What could they have done better?

We were extremely pleased with everything he offered.

Review from verified client

February, 2020

Overall

Advice

Service

Value

Based in Sussex

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

Looking for someone we could trust to help us arrange our mortgage and life insurances

How has Simon Munday helped you?

Simon was amazing, took all the stress away from us. His attention to getting us the best possible deal was second to none.

Have you seen the outcome you were hoping for?

Without doubt, I think actually we got a far better deal than we had originally hoped for thanks to Simon’s hard work and dedication.

What could they have done better?

Nothing, great service

Simon's reply

Thank you Craig, I'm glad you were happy with the service that you received and the results were better than you expected.

Review from verified client

January, 2020

Overall

Advice

Service

Value

Based in East Sussex

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

My husband passed away and I was unsure of how to deal with so much money.

How has Simon Munday helped you?

Simon has been a great help listening to my concerns and offering advice where needed. His advice has been very good for me.

Have you seen the outcome you were hoping for?

Yes most definitely

What could they have done better?

I do not think anything

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

I had a number of pensions and I wanted to consolidate them

How has Simon Munday helped you?

Simon showed me all the options available.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

We wanted to invest monies in a safe place with somebody we trust

How has Simon Munday helped you?

He gave us advice, sorted Isas and organised our paperwork.

Have you seen the outcome you were hoping for?

Not yet but we are getting organised and it is early days

What could they have done better?

I think Simon sorted most things and should you need help or advice he is usually at the end of the phone

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

Retirement and pension advice

How has Simon Munday helped you?

A way forward and create a comfortable retirement - that we most probably would not have considered without Simon advice

Have you seen the outcome you were hoping for?

Yes absolutely

What could they have done better?

We are happy and he follows up twice a year

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in London

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

I was concerned that my final salary pension of 23 years was at risk, as a result of my former employer being in huge trouble.

How has Simon Munday helped you?

Simon came very highly recommended by a good friend who is also an ex colleague. He walked me though all of the options available to me explaining every possible scenario. This gave me the information I needed enabling me to make a balanced decision which ultimately was very much the correct decision.

Have you seen the outcome you were hoping for?

The outcome is way better than I was hoping for, absolutely sensational.

What could they have done better?

Absolutely nothing at all. Simon is a man at the very top of his profession, his depth of knowledge is breathtaking. It’s not just his knowledge though, it’s the way he explains it. He made me feel very much at ease and I know my pension is in very safe hands.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

Retirement !

How has Simon Munday helped you?

To satisfy ourselves we receive the best advice

Have you seen the outcome you were hoping for?

Yes and significantly more !

What could they have done better?

Anyone that can turn a small pension in the seventies from £7,500 to £94,000 is well up in my estimation

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

Bringing my various locked and open pensions to one pot and beginning the process of enjoying released funds.

How has Simon Munday helped you?

Many parts of the process are otherwise impossible to proceed with.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

It's fine as is

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Kent

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

Prosperity was originally recommended to me by another business owner. I first needed to set up a pension scheme for my employees in line with current regulations at the time.

How has Simon Munday helped you?

Simon was approachable, friendly and very knowledgable and provided the advice I needed in order to not only set up a compliant company pension scheme but also to arrange a personal remortgage, a personal pension switch as well as providing personalised investment advice.

Have you seen the outcome you were hoping for?

I have been exceptionally pleased with the outcome that was reached.

What could they have done better?

I personally feel that my business dealings with Prosperity could not have been better and am very pleased to highly recommend their professionalism and service - a first class service.

Simon's reply

Thank you Geoff, I really appreciate your positive feedback and look forward to continuing working with you for the years to come.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

We needed a Mortgage so we could Buy our first home!

How has Simon Munday helped you?

Simon helped us going above and beyond for us. Our timing's we difficult, very unsocial as we both work till 7/8pm. Simon made every effort to meet with us to suit us. Simon helped us get the best mortgage for great rates, we are very happy! Simon helped up with our life insurances explaining and offering us lots of options for us to choose, again getting us great rates.

Have you seen the outcome you were hoping for?

Absolutely! After a long Mortgage struggle. We moved into our first house in May and are loving it!

What could they have done better?

For us, our financial adviser was brilliant.

Simon's reply

Thank you Amy for your kind feedback, it is always nice to hear that we have helped clients achieve their goals.

Review from verified client

October, 2019

Overall

Advice

Service

Value

Based in Sussex

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

Wanted to earn as much as I could on all my investments

How has Simon Munday helped you?

He was very helpful went through everything and took care to answer all question in detail.

Have you seen the outcome you were hoping for?

It has it's ups and downs but overall very pleased

What could they have done better?

I don't think he can improve as always polite knows what he is talking about which is very good.

Simon's reply

Thank you Liz for your feedback and I'm glad you have been happy with the service.

First impression from a user who is not yet a client

June, 2019

Overall

Please provide a brief comment about your experience with Simon

Simon is very professional and clear with the services his company provides and fees they charge. There is no pressure whatsoever from him to use their services. My husband and I are very pleased after the first meeting.

Simon's reply

Thank you for your feedback Stella, it was great to meet you both yesterday, I hope that you found the meeting useful and I hope to speak to you both soon.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

I have just retired, needed financial advice on my pensions to gain an income from them. Simon was recommended by friends and family for the independent advice he had given them.

How has Simon Munday helped you?

Simon gave independent advice, was patient and if advice needed to be repeated this was no problem and made sure I understood before signing any paperwork

Have you seen the outcome you were hoping for?

It is to early to comment, the paperwork was only completed in February 2019

What could they have done better?

Simon could not have done any more to support me

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Sussex

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

Getting and renewing our mortgage.

How has Simon Munday helped you?

Professional yet friendly service. I always felt that we were in very safe hands. Guided us through what can be a very stressful time. From buying our first home to getting a second mortgage.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I feel they did everything they could have done and more. There is nothing I would change from them.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in Hertfordshire

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

Regarding my private pension.

How has Simon Munday helped you?

By advising me on my private pension draw down etc.

Have you seen the outcome you were hoping for?

I'm still waiting for pension to be transferred, and the outcome looks promising.

What could they have done better?

I was recommended to Simon from friends, who were very happy with arrangements that he put forward to them.

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

We wanted an addition to our mortgage

How has Simon Munday helped you?

Simon and Andy as always were brilliant, from start to finish they worked to give us the best deal with out and effort from ourselves

Have you seen the outcome you were hoping for?

yes and more

What could they have done better?

nothing, perfect as always

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

Looking to carry out some work on our property.

How has Simon Munday helped you?

Simon provides really clear, helpful advice.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

had a inheritance to invest

How has Simon Munday helped you?

Simon Munday explained the options available in a way we could follow

Have you seen the outcome you were hoping for?

too early to say

First impression from a user who is not yet a client

March, 2019

Overall

Please provide a brief comment about your experience with Simon

Thank you for making contact but I chose an alternative advisor. Thank you for your time

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

Needed to remortgage my buy to let

How has Simon Munday helped you?

arranged an excellent deal quickly and hassles free

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

Had a frozen Guaranteed Mininmum Pension that I wanted to be able to access before the normal date of release which is 65 due to building of a property overseas.

How has Simon Munday helped you?

Helped by explaining and transferrring the pension to a another scheme that enabled access to be gained.

Have you seen the outcome you were hoping for?

Yes monies became available that allowed build af retirement home in another country

What could they have done better?

Absolutely nothing all expectations were actually surpassed. The process was pain free and was completely as quickly as possible.

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Sussex

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

Combining and re investing personnel pensions in preparation for retirement.

How has Simon Munday helped you?

Simon came to the house, asked lots of questions and worked out where I needed to be. He went away worked the options and figures and came back with his suggestions. He took time to explain the whole process.

Have you seen the outcome you were hoping for?

Early days yet but it is a weight off my mind that I have made preparations and am not putting it off any longer.

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

Refinancing

How has Simon Munday helped you?

With Simon's expert advice and assistance, we were able to review our financial requirements and with his guidance take a financial path that has given us a solid grounding for the future.

Have you seen the outcome you were hoping for?

Yes we have

What could they have done better?

In this instance, I doubt if we could give constructive suggestions as to how he could have done better as we felt he gave us excellent advice and service.

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Sussex

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

Defined Benefit transfer

How has Simon Munday helped you?

acted as FSA in the transfer process .. advice and mechanics of transfer ..pragmatic, balanced and helpful

Have you seen the outcome you were hoping for?

yes

What could they have done better?

speed matters when large sums involved .. so any improvement to speed of compliance part of the process make a difference

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in Hampshire

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

We were looking to a new mortgage for 2019 and Simon and his team helped in all areas.

How has Simon Munday helped you?

Provided information at each step of the way regarding the remortgage process. We were offered advise in consolidation to ensure we are no in a position to save and secure our families future. Many thanks

Have you seen the outcome you were hoping for?

We are at the final stages of the Mortgage process and hopefully will receive all the finances to consolidate within the next 7 days.

What could they have done better?

I can not identify any areas of improvement. Simon was on hand and easily accessible whether it be in person, on the phone or by email. 100% great service and we will use them again in the future for any of our financial needs.

Review from verified client

February, 2019

Overall

Advice

Service

Value

Based in East Sussex

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

Had a GMP that I need advice on

How has Simon Munday helped you?

Resolved the issue and made the pension available for use.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. The service provided was smooth quick and exemplary

Simon's reply

Thank you for your feedback Simon, I am delighted that you were happy with the service that you received.

Review from verified client

August, 2018

Overall

Advice

Service

Value

Based in East Sussex

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

I needed to review my personal life and critical cover.

How has Simon Munday helped you?

He made a thorough review of my current policies and circumstances and discussed options available to me.

Have you seen the outcome you were hoping for?

Absolutely, I have made changes to my cover that meets my needs and I have saved a significant amount on the premiums.

What could they have done better?

I am very happy with the service I received and felt very comfortable in the decisions I was making with Simons guidance.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in West Sussex

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

I became self employed and needed help with making a retirement plan as well as having a pension pot from my previous employer that I wanted to put to work.

How has Simon Munday helped you?

He helped with understanding my options and expectations I could have based on risk and investment choices. We went through a thorough attitude to risk profile for both myself and my wife before opting for the allocation of funds. Simon also helped me with sorting out my mortgage renewal which had been a concern due to the change of circumstances effecting my ability to get approval.

Have you seen the outcome you were hoping for?

The mortgage advice had immediate effect on my monthly outgoings. The portfolio investment has just been made so no results to report just yet.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in East Sussex

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

Mortgage advice.

How has Simon Munday helped you?

Simon acted very fast in order to get us to a mortgage in principle state in order to allow us to purchase a new home.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Simon was very knowledgable and his his team most helpful throughout the process.

Review from verified client

June, 2018

Overall

Advice

Service

Value

Based in Hertfordshire

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

To put a pension into a retirement income.

How has Simon Munday helped you?

Gave advice and options what to do with pension pot.

Have you seen the outcome you were hoping for?

To early to tell.

What could they have done better?

Very friendly service,covered all things I needed to know

Review from verified client

May, 2017

Overall

Advice

Service

Value

Based in Sussex

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

Final Salary Pension Transfer.

How has Simon Munday helped you?

1) Carried out required analysis of the case to transfer 2) Actioned the transfer to SIPP provider.

Have you seen the outcome you were hoping for?

Yes .. and in the process Simon was constructive, practical and responsive .. very good person to work with.

What could they have done better?

Overall the elapsed time took longer than we were both expecting - so on the basis that time is money - perhaps the review point is how the process can be fast(er) tracked without compromising quality (.. although to be clear I have no direct criticism at all of Simon's urgency, pace or responsiveness

Review from verified client

March, 2017

Overall

Advice

Service

Value

Based in Hertfordshire

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

Tracking down and securing an aged pension.

How has Simon Munday helped you?

The outcome resulted in an incredibly healthy payday which most certainly would not have been the case if we had not employed Simon's services.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

I have recently employed Simon on another separate pension issue which again I hope to experience another lucrative conclusion ... which such a large amount of ££££ involved maybe text or email contact on a far regular basis for reassurance

First impression from a user who is not yet a client

July, 2016

Overall

Please provide a brief comment about your experience with Simon

Simon was obviously very knowledgable and gave us a comfortable and secure feeling. Just at the start of a decision making process before I retire and I thick we will be using SImon

Review from verified client

June, 2016

Overall

Advice

Service

Value

Based in East Sussex

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

Moving my financial planning/management from a family member .Increasing my income by using investments. Advice on pension. Possible home sale and downsizing.

How has Simon Munday helped you?

Simon clearly stated my options in a way that I could understand. He was very sympathetic and patient with a person who was in a vulnerable state.

Have you seen the outcome you were hoping for?

I chose to progress with another IFA, but was very happy with Simons initial meeting and advice.

What could they have done better?

He did an excellent job. It was my personal choice to go elsewhere to an organization that had been recommended by a friend.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in East Sussex

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

Retirement. Advice needed on how to invest several small separate pension funds.

How has Simon Munday helped you?

He advised closing the individual pension accounts and to open a single MetLife policy, with a view to having a guaranteed investment income.

Have you seen the outcome you were hoping for?

One year in, there has been a small growth in my initial investment. Costs have been deducted, which are not inconsiderable, but one is informed about these prior to taking out the policy.

What could they have done better?

Simon is very personable. He is willing to take time to discuss options, and has guided me in choosing what I hope is the best policy for me. Only one year in, so it is still early days as far as investment potential is concerned.

Review from verified client

September, 2015

Overall

Advice

Service

Value

Based in East Sussex

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

growth in investments.

How has Simon Munday helped you?

over 3 years our portfolio has increased by over 35%.

Have you seen the outcome you were hoping for?

we are happy to leave our investment in place for a few more years as it is performing so well.

What could they have done better?

generally nothing, we are kept up to date with the portfolios progress on a regular basis and he is always available to answer our questions on it or other queries we may have

Review from verified client

August, 2015

Overall

Advice

Service

Value

Based in East Sussex

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

had money from sale of propery.

How has Simon Munday helped you?

various ways of investing my money.

Have you seen the outcome you were hoping for?

yes i have.

What could they have done better?

no

Review from verified client

August, 2015

Overall

Advice

Value

Service

Based in East Sussex

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

Looking for a mortgage on a buy to let property.

How has Simon Munday helped you?

He got us a buy to let mortgage.

Have you seen the outcome you were hoping for?

Waiting to exchange contracts on our new buy to let property.

First impression from a user who is not yet a client

February, 2015

Overall

Please provide a brief comment about your experience with Simon

Simon was professional, quick to respond to my enquiry and offered good advice.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Simon

Review from verified client

January, 2015

Overall

Advice

Service

Value

Based in Bridgend

How has Simon Munday helped you?

Very proficient and timely. Clear and professional communication at all times.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Herefordshire

How has Simon Munday helped you?

Simon advised myself and my business partner on which cover to take out to safeguard our business, families and each other in the event of illness or death. As co-directors, we rely heavily on one another to run the business, so the insurances and policies Simon advised us on were subsequently taken out after a thorough chat and we left with peace of mind that if the worst should happen to either of us, our families and share of the business would be in safe hands.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in East Sussex

How has Simon Munday helped you?

Simon is reliable, friendly and easy to talk to. He visits my home which is very helpful to me. His investment advice has given very satisfactory results. If I raise any queries, he deals with them promptly.

What could they have done better?

I have no reason to ask for improvement.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in East Sussex

How has Simon Munday helped you?

Explained the options available to me so that I could understand it all.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in Herefordshire

How has Simon Munday helped you?

Simon has helped me out not only from a business perspective but also on a personal level two. He guided me through the process of setting up the right insurances to safeguard my business and family for the foreseeable future , I felt he was there to offer to advice and not sell me something, which is what I have felt in the past with previous companies. Thanks Simon.

What could they have done better?

This is a hard one, I would say that all effort was put into make sure I was aware of what the policies were and why they would benefit me.

Review from verified client

December, 2014

Overall

Advice

Service

Value

Based in East Sussex

How has Simon Munday helped you?

Simon was really helpful in all aspects of his advice, always explaining each process and pointing us in the right direction of the best products to suit our requirements.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Kent

How has Simon Munday helped you?

We contacted Simon initially to arrange a mortgage. His advice and knowledge of the market was excellent. He kept us informed of updates and was very pro active. We will be using his services again on future financial planning.

Review from verified client

November, 2014

Overall

Advice

Service

Value

Based in Surrey

How has Simon Munday helped you?

I found Simon to be responsive, friendly, professional and understanding. His advice was clear and Simon was upfront and open with his fees. Ultimately Simon took all the stress out of my having to find a decent mortgage and I am very satisfied with the mortgage and insurance policy he arranged for me.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in East Sussex

How has Simon Munday helped you?

He is extremely informative and made sure that I was kept up to date every step of the way.

What could they have done better?

N/A

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Kent

How has Simon Munday helped you?

My adviser has always explained things in easy terms that I could understand right from the beginning Always in a friendly manner and has always been at the end of a phone or e mail if I do not understand anything. Has always been up front with how much everything will cost and when it should be paid and to whom

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in East Sussex

How has Simon Munday helped you?

Adviser assisted me in decided on and obtaining best life insurance deal available to me & helped set it up. Absolutely free of charge so extremely good value for money. Adviser kept me informed of progress at all times and ensured that an adviser would contact me in his absence

What could they have done better?

It would have been useful to me to know that the adviser was going away & who to contact. However, his stand in made contact

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in East Sussex

How has Simon Munday helped you?

His advice is good.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in East Sussex

How has Simon Munday helped you?

Simon is an excellent communicator and throughout every process we have been through, I felt that I fully understood everything that was being discussed. I would highly recommend Simon and his Company to everyone I know.

What could they have done better?

Nothing

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in West Sussex

How has Simon Munday helped you?

The investment objectives were complex and Simon took the time to fully understand them. He came up with innovative solutions and was a pleasure to deal with.

First impression from a user who is not yet a client

August, 2013

Overall

Please provide a brief comment about your experience with Simon