Reviewed for

Insurance and Protection ( 2 )

Mortgages ( 4 )

Pensions ( 12 )

Retirement income (annuities, drawdown) ( 1 )

Investments and Savings ( 13 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 3 )

£100k - £200k ( 1 )

Up to £50k ( 1 )

£50k - 100k ( 5 )

Client reviews

First impression from a user who is not yet a client

April, 2016

Overall

Please provide a brief comment about your experience with Simon

Steve Woodley was polite, explained my options and answered my questions.

First impression from a user who is not yet a client

February, 2016

Overall

Please provide a brief comment about your experience with Simon

very helpful

First impression from a user who is not yet a client

November, 2015

Overall

Please provide a brief comment about your experience with Simon

Very knowledgeable and professional.

First impression from a user who is not yet a client

September, 2015

Overall

Please provide a brief comment about your experience with Simon

Never contacted, never met!

Simon's reply

I was unable to meet with John. We contacted him straight away and he saw my colleague. We did business together and I have subsequently met with John for a review where he said he was happy with the service received.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Norfolk

How has Simon West helped you?

Good I hope honest advice

What could they have done better?

Nothing he was good

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Suffolk

How has Simon West helped you?

We have known Simon for a number of years and he has always been relaible. He researches well, understands what we need as clients and is very approachable.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Essex

How has Simon West helped you?

Simons knowledge is very good, he takes care to pick the best investment for his client and their requirements. He is happy to spend time answering any questions and explaining the options, the client feels comfortable to move at their own pace, nothing appears to be too much trouble.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Suffolk

How has Simon West helped you?

Simon is very approachable and clearly explains financial matters in straightforward language avoiding jargon which seems to be so prevalent in the financial sector. He is very happy to help and offers both a professional and friendly service.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Norfolk

How has Simon West helped you?

Simon has given excellent, appropriate advice in a manner that is easily understandable in relation to my limited experience of this sector. This is especially important in a sector where there are so many people offering these type of services at varying fees. The proof is in the pudding and Simon has made his charges clear at the outset. Performance over the last two years through a volatile period has shown value for money. Simon has also given balanced advice in preparation for retirement and inheritance planning.

What could they have done better?

As with all advice, it can always be said that there may be benefit in more proactive contact.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Norfolk

How has Simon West helped you?

In looking for investments for retirement and financial planning Simon has provided a range of options and advice covering investments, tax planning and also managed the reimbursement and reinvestment of an annuity which was proving problematic. In addition to developing an overall plan he have been invaluable in answering day to day questions on a range of topics. Simon has proven his expertise in the areas of General financial planning tax planning annuities and investments and savings.

What could they have done better?

No major issues.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Suffolk

How has Simon West helped you?

Simon provides regular, straightforward updates on the investments I have, which allow me to understand how individual shares are performing, as well as the portfolio as a whole. The portfolio is managed on an ongoing basis and underperforming investments are addressed. Simon is approachable and takes the time and effort to answer any questions I have promptly and fully. He is upfront and open about what he charges and the other charges I will incur.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Norfolk

How has Simon West helped you?

Simons personal approach is very good easy to talk to patient and caring we have been with him quite a few years now after a friend recommended him some times forgetful but never neglectful highly recommend him

What could they have done better?

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Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Norfolk

How has Simon West helped you?

Clear explanation of the products available. Comfortable conversation regarding the principles behind the investment strategy and my attention to risk. Timely on-going evaluation of the investment and any proposed revisions to it.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Norfolk

How has Simon West helped you?

Simon explains everything in great detail and understands my future financial plan and the risks I am willing to take. He always advises what his charges will be and offers a very flexible professional service.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Norfolk

How has Simon West helped you?

Excellent financial analysis of various options available and clear recommendations with outstanding performance.

What could they have done better?

Nothing relevant. He requests feedback on all his half yearly reviews.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Norfolk

How has Simon West helped you?

I find simon explains thinks in simple terms and illustrations you can understand , I find him likeable and trustworthy

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Norfolk

How has Simon West helped you?

Keeps me up to date on Pension rules changes and advise on investments and best business practice.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Norfolk

How has Simon West helped you?

Excellent overall review of all savings and investments. Comprehensive unbiased advise on changing investments.

Review from verified client

February, 2015

Overall

Advice

Service

Value

Based in Norfolk

How has Simon West helped you?

Simon helped me sort out my old pension plans by getting them invested properly in a way I understand. Not being an investment expert myself, Simon was able to explain to me how it all works, my options and organised a review programme to ensure they remain on track. I am very pleased to have made some money on these plans I thought were frozen.

Review from verified client

August, 2014

Overall

Advice

Service

Value

Based in Norfolk

How has Simon West helped you?

Simon took plenty of time to understand my current financial situation, exploring the decisions that had led to my position in some cases, and then provided a well-supported proposal.

What could they have done better?

Reduce the paperwork! I know the great majority was to comply with the regulatory framework, but there is just so much to wade through.