Simon's reviews
Reviewed for
Insurance and Protection ( 14 )
Mortgages ( 1 )
Pensions ( 37 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 20 )
Investments and Savings ( 44 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 15 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 8 )
Financial Planning ( 27 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 13 )
£200k - £500k ( 14 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 1 )
( 1 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Essex
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
Retirement
How has Simon Player helped you?
Understanding future requirements
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Essex
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The need to safeguard our future.
How has Simon Player helped you?
With his experience
Have you seen the outcome you were hoping for?
In the main yes, Covid has been an obstacle.
What could they have done better?
I don’t know.
Review
by a verified client in Essex
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Left an international corporation that I had worked for many years to set up my own company.
How has Simon Player helped you?
Transfer my old employers pension into a pension controlled by me.
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Outside UK
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investment of money
How has Simon Player helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review
by a verified client in Kent
2 years ago
This review was gathered whilst the adviser was at a different firm.
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Concern that our savings needed to be redirected to be tax efficient.
How has Simon Player helped you?
Guiding us with a suitable vehicle to protect the impact of taxation.
Have you seen the outcome you were hoping for?
Not yet.
What could they have done better?
Not sure. We were happy with the advice and the attention from Simon