Reviewed for

Mortgages ( 1 )

Pensions ( 2 )

Investments and Savings ( 1 )

Reviewers' assets

£500k+ ( 1 )

Up to £50k ( 1 )

Client reviews

Review from verified client

February, 2014

Overall

Advice

Service

Value

Based in Herefordshire

How has Simon Bailey helped you?

Myself and my boyfriend contacted Simon for some general advice about our pensions and our plan to get a mortgage. Simon was very informed and talked us through our plans without patronising us which was great. I would definitely recommend Simon to others especially if you are considering taking out a pension fund.

First impression from a user who is not yet a client

December, 2013

Overall

Please provide a brief comment about your experience with Simon

He didn't contact me

Simon's reply

This was my first Vouched For enquiry and I didn't realise that I had been allocated the contact request. However I did contact Emma and had a meeting which Emma found of value as per her review shown on this site.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Buckinghamshire

How has Simon Bailey helped you?

As a company director at international level for over 40 years, I found that most of my time was spent working and I failed to address many of my own personal issues, such as pensions. Fortunately, I was recommended to Mr Simon Bailey. My first reaction to meeting him was:- Very professional He explained his Industry Code etc He identified my issues and concerns, without making me feel ‘stupid’ He explained all the fees involved (This I thought was great – not misleading) He made it all sound simple (which I know it was not) Following on from the above, he analysed all my paperwork and sent me a detailed explanation. To me this was fantastic. At last I had all the details. He then went on to sort out a pension and obtain a lump sum payment. Sure he offered various choices. Overall, I can honestly say that Mr Simon Bailey gave me a first class service and I can recommend him to anyone who has a financial or pension issue. Whatever your concern you must discuss it with Mr Bailey. Anyone in doubt can email me; Chequer Financial Services will supply my email address on personal request.