Simon Moran

Repeat review from verified client

December, 2023

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

How has Simon Moran helped you since your last review?

By being available to give guidance and explanations as to the reasoning behind said guidance. I find it extremely helpful to have somebody I can trust to guide my decisions

Repeat review from verified client

December, 2023

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

How has Simon Moran helped you since your last review?

Simon continues to provide top quality service and advice to my husband and I. He responds amazingly quickly, is proactive, totally trustworthy and has integrity. He speaks in a language we understand and listens to us. He has a great depth of knowledge and uses this to provide full advice. Nothing is too much trouble. He goes above and beyond to help. He is very ably supported by Suzanne which makes a big difference- they work as a team, We recommend him wholeheartedly.

Repeat review from verified client

December, 2023

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

How has Simon Moran helped you since your last review?

As everything regarding my private pensions has been going smoothly, Simon has not needed to offer further assistance during the year.

Repeat review from verified client

December, 2023

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

How has Simon Moran helped you since your last review?

I have been dealing with a complicated transfer for some time. Simon is extremely knowledgable & able to explain details in a manner to someone who doesn’t understand the business, in a simplistic easy to grasp way. I have confidence that he isn’t pulling a “hard sell “ like some advisors I spoke with & truly has mine & my family’s best interest at heart.

Repeat review from verified client

December, 2023

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

How has Simon Moran helped you since your last review?

Simon's continuing advice and service regarding Pensions/top-up has been very welcome. I should say the downward performance of Fidelity Investment ISA has been disappointing and may have been picked up earlier.

Repeat review from verified client

December, 2023

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

How has Simon Moran helped you since your last review?

Simon has continued to monitor my investments and advise on any changes needed.

Repeat review from verified client

December, 2023

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

How has Simon Moran helped you since your last review?

Simon still gives confidence through swift and personalised service, explaining in further detail when necessary. Always clear and happy to provide further information if needed.

Repeat review from verified client

December, 2023

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

How has Simon Moran helped you since your last review?

Simon changed my portfolio, with my agreement, to try and increase return in a difficult financial landscape.

Repeat review from verified client

November, 2023

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

How has Simon Moran helped you since your last review?

He has helped me with my pension and investments and inheritance planning

Repeat review from verified client

November, 2023

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

How has Simon Moran helped you since your last review?

Simon has given me on going help and support.

Repeat review from verified client

November, 2023

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

How has Simon Moran helped you since your last review?

He guided me by explaining very clearly what pension I had . And what to do with it.

Repeat review from verified client

November, 2023

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

How has Simon Moran helped you since your last review?

Great advice

Repeat review from verified client

November, 2023

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

How has Simon Moran helped you since your last review?

Yes he is always available by phone

Repeat review from verified client

November, 2023

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

How has Simon Moran helped you since your last review?

Simon has helped with personal pension investment, inheritance savings.

Repeat review from verified client

November, 2023

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

How has Simon Moran helped you since your last review?

Over the last few years Simon has helped me in my financial planning of my early retirement, to achieve my goal of finishing work. The service has been first class. Advice on my savings and pension plan.

Repeat review from verified client

November, 2023

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

How has Simon Moran helped you since your last review?

Simon made financial adjustments on our behalf without any fuss or bother.

Repeat review from verified client

November, 2023

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

How has Simon Moran helped you since your last review?

Simon has continued to give us confidence in all of our pension related queries, decisions and direction. We discussed looking at retirement plans for our next review.

Repeat review from verified client

November, 2023

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

How has Simon Moran helped you since your last review?

Yes

Repeat review from verified client

November, 2023

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

How has Simon Moran helped you since your last review?

Simon has helped me to transfer my main pension to another provider. He has also advised me with my smaller pension to take a tax free sum and purchase an annuity. Simon has been very professional and supportive and I look forward to his continued help.

Repeat review from verified client

November, 2023

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

How has Simon Moran helped you since your last review?

Simon is extremely responsive and always responds to any questions posed. He gives fair advice, understanding our personal circumstances and the need for a pragmatic approach. We always feel in good hands and Simon is someone who we can trust to serve our best interests.

Repeat review from verified client

November, 2023

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

How has Simon Moran helped you since your last review?

Simon has continued to provide help and advice regarding my pension. My pension has gown far better than I expected.

Repeat review from verified client

November, 2023

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

How has Simon Moran helped you since your last review?

Simon continues to offer the friendly, prompt service he has done since I first met him by responding to questions quickly and efficiently. I never worry about asking a ‘silly’ question and am always confident he has my best interests at heart.

Review from verified client

March, 2023

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

After the closure of my company final salary pension , I needed independant financial advice.

How has Simon Moran helped you?

Managing my pension investments and ISA savings over the past 10 years, and now my retirement drawdown funds.

Have you seen the outcome you were hoping for?

Investments fluctuate with market conditions, but Simon is excellent at regularly keeping my portfolio up to date through reviews and advice.

What could they have done better?

Simon offers friendly and understandable advice, with excellent prompt responses to any concerns I may have. Annual reporting and face to face meetings are extremely useful.

First impression from a user who is not yet a client

March, 2023

Please provide a brief comment about your experience with Simon

Really easy to talk to. Explained the next steps very clearly. Very much liked the sound of a report at the end. Simon gave me a great deal of confidence that he will be giving sound impartial advice to assist my planning for retirement.

First impression from a user who is not yet a client

January, 2023

Please provide a brief comment about your experience with Simon

He put me at ease as I little experience in what I had gone to see him about and he explained things well

Review from verified client

December, 2022

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

Desire to consolidate pensions, had funds to invest

How has Simon Moran helped you?

Assessed where pensions were currently invested and whether it would be worthwhile to move/consolidate. Identified appropriate investment vehicles for those funds which should be consolidated, identified appropriate investment options for savings, considering near and long term goals. Assisted with funds withdrawal as needed.

Have you seen the outcome you were hoping for?

For investment performance, as much as can be expected during the recent financial crises. Most importantly, Simon has been actively monitoring fund performance to verify whether the existing investment vehicles remain appropriate. From service and support, yes, Simon is very responsive and actions requests in a timely manner.

What could they have done better?

No suggestions identified

Review from verified client

December, 2022

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

We required pension advice.

How has Simon Moran helped you?

To help fund our retirements and an ongoing building project. His attention has been prompt, professional and most helpful.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2022

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

Although I am a financially trained person (CIMA qualified) I needed someone with specialised guidance to steer me through what can be a minefield.

How has Simon Moran helped you?

My wife and I had a number of pensions from different employers over the years and he provided great advice and organised everything in a professionally manner and with clear explanations.

Have you seen the outcome you were hoping for?

The results that were achieved were as expected with recommendations being sensible and effective. The results for my wife and I were achieved.

What could they have done better?

I have no criticism of the approach taken and the results achieved.

Review from verified client

December, 2022

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

I required help with understanding my pension

How has Simon Moran helped you?

Simon has such a friendly down to earth manner that makes you feel instantly at ease. His knowledge is extensive and he is excellent in delivering the information in an easy way to understand.

Have you seen the outcome you were hoping for?

The outcome of my meetings were very successful and the outcome was better than had expected

What could they have done better?

I was more than happy with the service I received from Simon and would highly recommend him to anyone

Review from verified client

December, 2022

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

Help in growing my funds and understanding the options available.

How has Simon Moran helped you?

Simon is easily accessible, straight forward and clear to understand. He has patience and is always pleased to look into more information for you.

Have you seen the outcome you were hoping for?

Yes i feel safe under his guidance and my funds have grown.

What could they have done better?

Nothing

Review from verified client

December, 2022

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

My Husband and I wanted to earn more interest than we were currently earning in the bank and building society

How has Simon Moran helped you?

Simon has given us great advice and guidance for our pensions and savings. Simon also gave my Husband the comfort and the reassurance that I'd be looked after when he died. Which is sadly the case. I still have Simon to discuss my financial concerns, which I'd have normally discuss with my Husband. Simon is someone who we both trusted, I of course still do.

Have you seen the outcome you were hoping for?

We were very happy with our investments and have earned more interest than we would have done in the bank and building society over the years.

What could they have done better?

Simon could not have done any better. Simon has provided us with great advice and service which is a credit to his profession. (Not like the previous person we used.) I have recommended Simon to friends and family who in turn have recommended him to friends and family, which is a nice confirmation that others agree with our view.

Review from verified client

December, 2022

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

Bereavement, my husband always controlled our finances, so I required assistance when he died.

How has Simon Moran helped you?

By explaining clearly what and how was the best way to handle my finances

Have you seen the outcome you were hoping for?

As much as has been possible in the current financial climate

What could they have done better?

I am happy with the advice I have received

Review from verified client

December, 2022

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

His company was recommended.

How has Simon Moran helped you?

Consolidating several personal pensions and overseeing drawdowns, etc.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Everything was top notch even though covid was rampant.

Review from verified client

November, 2022

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

Pension advice.

How has Simon Moran helped you?

His advice helped me make the right choices with my pension.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Repeat review from verified client

November, 2022

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

How has Simon Moran helped you since your last review?

Simon has continued to offer us advise and support. He is always very professional and efficient, he listens, understands our requirements, acts in a timely way, has a very good professional knowledge and I always feel confident he is acting in our best interests. We recently bought a holiday home in Spain and he helped us to decide which investments to sell and he acted quickly and professionally. We trust him totally.

Review from verified client

November, 2022

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

Heading for retirement.

How has Simon Moran helped you?

Helping me plan, consolidate and hopefully improve my return.

Have you seen the outcome you were hoping for?

Bit earlier days but the service experience, response and advise has been been excellent.

What could they have done better?

Nothing

Review from verified client

November, 2022

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

My savings were not making any interest, so Simon was able to advise me.

How has Simon Moran helped you?

He has helped me organise my finances

Have you seen the outcome you were hoping for?

Ys

Repeat review from verified client

November, 2022

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

How has Simon Moran helped you since your last review?

This year has been exceptionally volatile. I have immense confidence in Simon’s balanced and temperate approach and have been completely satisfied with his advice.

Review from verified client

November, 2022

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

Pension and investment planning looking to retire early

How has Simon Moran helped you?

Simon sucessfully helped me pull together all my old persnioan pots and put them into one place that i can acces to see progress easily

Have you seen the outcome you were hoping for?

Yes. I have visibility of what i need

What could they have done better?

Nothing. Very happy with the service I received

Review from verified client

November, 2022

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

Recommendation

How has Simon Moran helped you?

Clear and understanding advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure

Review from verified client

November, 2022

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

I needed advice on my pensions .

How has Simon Moran helped you?

Simon has helped grow my funds & draw the amount of money I need .

Have you seen the outcome you were hoping for?

I have been very pleased with the outcome .

What could they have done better?

I don't think they could have done better .

Review from verified client

November, 2022

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

Planning for retirement

How has Simon Moran helped you?

By providing investment advice, pension planning and financial planning for the future.

Have you seen the outcome you were hoping for?

Yes, in view of the market circumstances.

Review from verified client

November, 2022

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

I needed to consolidate a number of pensions for maximum benefit and act accordingly in a relatively short time frame.

How has Simon Moran helped you?

Simon's advice is always measured and considered. Both his written and spoken counsel inspires confidence that you are making the right decisions without being pressurised into making those decisions.

Have you seen the outcome you were hoping for?

In essence the result was as good as could have been expected given the financial turmoil which the current Government (2022) triggered* It is worth bearing in mind the adage "Investments can go down as well as up". *Note that my investments were outside Griffins influence during that period.

What could they have done better?

Nothing - happy with their performance to date.

Review from verified client

November, 2022

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

Looking for advice as to where to place my proportion of a divorce pension split into.

How has Simon Moran helped you?

At a very difficult time during divorce , with my head full so many things . Simon took the time ( quite a lot of time ) to carefully explain all my options in baby steps . He was always on hand to talk me through concerns , I never felt pressured as I had with other experts I had contacted, which is why I choose him to handle my pension transfer . He understood that the world of Pensions is confusing & bewildering to a layman . I felt confident that he was looking after my interest .

Have you seen the outcome you were hoping for?

Obviously the world of finance is in chaos at the moment . My pension seems to be at a place where because of the chaos , I would expect it to be.

What could they have done better?

Nothing springs to mind

Review from verified client

November, 2022

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

Medium to long term financial planning

How has Simon Moran helped you?

Providing really insightful financial market insights on trends and considerations for our portfolio.

Have you seen the outcome you were hoping for?

Yes, during a challenging financial period, it’s been super to get closer to the management of funds and risk.

What could they have done better?

Love the articles to gain more insights into the changing economic circumstances, more of these when appropriate.

Review from verified client

November, 2022

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

To organise multiple pensions where we were unsure what we had and how to proceed

How has Simon Moran helped you?

Helped us to understand at or level and eBen found funds we were were unaware of

Have you seen the outcome you were hoping for?

Most certainly two fold

What could they have done better?

Nothing excellent advice and service, stress free

Repeat review from verified client

November, 2022

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

How has Simon Moran helped you since your last review?

Simon advised me on transfering my pension and investments in order to reduces fees and have more options in terms of funds. The new wrapper should allow to improve performance even further.

Review from verified client

November, 2022

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

I was made redundant at age 62, & initially asked Simon if he thought I had enough money in various pensions to be able to take early retirement.

How has Simon Moran helped you?

He assessed my existing pensions & transferred them into a more easily manageable package. We then discussed a suitable monthly income for me from the new pension.

Have you seen the outcome you were hoping for?

His assistance has enabled me to retire as planned. I now have adequate monthly funds which will be supplemented by my State Pension in 18 months time.

What could they have done better?

Nothing!

Review from verified client

November, 2022

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

Needed advice on how to utilise various pensions

How has Simon Moran helped you?

Helped to make the most of my pens

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No nothing...very pleased

Review from verified client

November, 2022

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

Initially needed pension advice & financial planning for retirement

How has Simon Moran helped you?

Simon has assisted me in financial planning for retirement, consolidating various pensions into one pot.

Have you seen the outcome you were hoping for?

Most definitely seen the outcome i had hoped for. He has given unbiased, realistic advice and been a considerable reassuring help in achieving my goals.

What could they have done better?

Simon answers all questions and concerns quickly. He is realistic in achieving objectives and seems to genuinely care. He could not do anything better. Very happy.

Review from verified client

November, 2022

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

I wasn’t happy with my investments and needed some advice on how to best manage them.

How has Simon Moran helped you?

Simon has made me feel very reassured about managing my investments.

Have you seen the outcome you were hoping for?

I am happy with the outcome.

Review from verified client

November, 2022

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

Not totally happy with existing advisor

How has Simon Moran helped you?

Discussing all the options of how we could manage our finances/ IHT

Have you seen the outcome you were hoping for?

Yes very happy

What could they have done better?

Nothing to our knowledge

Review from verified client

November, 2022

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

Advice on my pension money

How has Simon Moran helped you?

Yes , his advice and knowledge has been first class

Have you seen the outcome you were hoping for?

Yes, I have now retired early and a my pension is invested according

What could they have done better?

Nothing - I am very pleased with the service I have received from Simon Moran , first class service

Review from verified client

November, 2022

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

I'm dumb enough not to know what I'm doing and wise enough to use someone who DOES know what to do.

How has Simon Moran helped you?

He has helped to steer a leaky ship trough stormy seas with a minimum of damage.

Have you seen the outcome you were hoping for?

Not yet but that's hardly Simon's fault!

What could they have done better?

Very little that I am aware of. External forces have done the damage and that seems to be down to political lunacy accompanied by power mad imbeciles.

Review from verified client

November, 2022

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

Combining pensions into one

How has Simon Moran helped you?

Advice regarding Isa’s and pension

Have you seen the outcome you were hoping for?

In some areas yes but due to Brexit and the current financial situation in the UK then pensions have gone down which is to be expected at the moment

What could they have done better?

Nothing

Review from verified client

November, 2022

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

Retirement planning

How has Simon Moran helped you?

Looked at projected pension income and advised on best plans and retirement date

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A

Review from verified client

November, 2022

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

Griffins have looked after our financial affairs for many years and Simon in particular has taken very good care of our affairs.

How has Simon Moran helped you?

Simon has advised us through the years and has always made paper work and decisions very easy for us.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2022

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

Simon has been our financial adviser for many years. He is always very approachable, knowledgable, easy to get hold of, explains the different options available to you and puts our minds at rest. We. would have no hesitation in recommending Simon.

How has Simon Moran helped you?

Constant financial advice, along with preparing us for retirement.

Have you seen the outcome you were hoping for?

Yes and we are on schedule for our pension dates.

What could they have done better?

All fine.

Review from verified client

November, 2022

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

Sound investments

How has Simon Moran helped you?

Simon has provided excellent advice regarding my savings

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

November, 2022

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

Recommended by my previous advisor

How has Simon Moran helped you?

Keeps in regular contact and advises when to change strategy. Open to discussion on how best to realise income from pension and investments.

Have you seen the outcome you were hoping for?

Yes - advice has been excellent and beaten our investment expectations

What could they have done better?

Difficult to say. I have really no problems with Simon or his advice

Review from verified client

November, 2022

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

My parents have very successfully been using Simon for many years to grow their investments and build their pension pots, so when it came time for me to decide what to do with with my money there was nobody else I would look to use.

How has Simon Moran helped you?

When my dad passed away and left finances to me Simon helped me use the money I had inherited to build an investment portfolio for my future.

Have you seen the outcome you were hoping for?

Simon very closely monitors my investments making sure that my money is in the most profitable place and advises any changes that may be needed in order for my money to keep growing.

What could they have done better?

I can not fault Simon on his knowledgeable advice and I am so grateful for his help in growing our finances the way he has.

Review from verified client

November, 2022

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

Looking for early retirement it was important to sort out my finances.

How has Simon Moran helped you?

Provides clear understandable advise and guidance and listens to what I need

Have you seen the outcome you were hoping for?

The organisation of many different strands of financial products was great and provided me with confidence

What could they have done better?

Nothing at this stage

Review from verified client

November, 2022

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

Trust , listens to needs and a good communicator who does what’s best for the client

How has Simon Moran helped you?

Mortgage payments plan

Have you seen the outcome you were hoping for?

So far yes

Repeat review from verified client

November, 2022

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

How has Simon Moran helped you since your last review?

Good advice when needed

Repeat review from verified client

November, 2022

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

How has Simon Moran helped you since your last review?

Pension funds have had a difficult year but mine has stayed positive. This was due to a change made last year after discussions with Simon.

Repeat review from verified client

November, 2022

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

How has Simon Moran helped you since your last review?

Simon is consistently quick to respond to any questions I fire at him and never makes me feel that I am asking a silly question! He explains everything very simply and in a friendly way. I have already recommended him and will continue to do so.

Repeat review from verified client

November, 2022

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

How has Simon Moran helped you since your last review?

Amalgamation of other smaller pensions into my main Self Invested Pension Plan. Helped draw down some funds to allow me to pay off the balance of my mortgage and finally retire 3 years earlier than originally planned.

Repeat review from verified client

November, 2022

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

How has Simon Moran helped you since your last review?

Simon is very readily available when I have any questions about my financial planning. He is responsive and always makes sure I have fully understood his responses. When we have our annual review there is always a good amount of detail and no rush in the discussion. I always feel that Simon has my best interests at heart.

Repeat review from verified client

November, 2022

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

How has Simon Moran helped you since your last review?

Simon has been helping me with my pensions. The advice was very helpful and professional. Simon has been advising me for many years and I look forward to his continued support.

Review from verified client

November, 2022

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

Needed help with my pensions

How has Simon Moran helped you?

Organised old pensions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Repeat review from verified client

November, 2022

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

How has Simon Moran helped you since your last review?

Simon has provided fantastic advice on in pension during these uncertain times and has ensured my pension hasn’t been negatively impacted.

Repeat review from verified client

December, 2021

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

How has Simon Moran helped you since your last review?

Simon has provided advise on my work pension scheme to help protect and grow my pension during the pandemic

Review from verified client

December, 2021

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

I am a Chartered Accountant and spent all my time looking after company/other people’s money so no time to look after my own !

How has Simon Moran helped you?

Gives me a clear and straight view of my and equally important my wife’s financial situation especially our pensions

Have you seen the outcome you were hoping for?

Yes - No problems what do ever

What could they have done better?

Nothing

Repeat review from verified client

November, 2021

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

How has Simon Moran helped you since your last review?

Simon keeps myself and my husband updated and give good advise if we have any problems, he is always there. We are safe in his hands.

Review from verified client

November, 2021

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

My previous advisor was retiring, and Simon was recommended to me.

How has Simon Moran helped you?

I am delighted with Simon’s advise. His advice was invaluable.

Have you seen the outcome you were hoping for?

The returns have been more than I could have hoped for.

What could they have done better?

Nothing

Repeat review from verified client

November, 2021