Simon's reviews
Reviewed for
Insurance and Protection ( 16 )
Mortgages ( 1 )
Pensions ( 50 )
Equity Release ( 3 )
Retirement income (annuities, drawdown) ( 27 )
Investments and Savings ( 54 )
Pension Transfers - Non Specialist ( 14 )
Inheritance Planning ( 17 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 12 )
Financial Planning ( 40 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 17 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 2 )
( 2 )
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
14 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Left large corporation to work for myself
How has Simon Player helped you?
Combined all old pensions and replace lost corporate benefits such as Life insurance
Have you seen the outcome you were hoping for?
Yes
Review
by a verified client in Berkshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
My savings were spread over a number of accounts and I needed some advice about how best to consolidate them and protect them from inheritance tax for my daughters.
How has Simon Player helped you?
He directed me to a couple of companies he thought would be best to invest my money in and also give me my money more protection.
Have you seen the outcome you were hoping for?
Not yet but it’s very early days.
What could they have done better?
Nothing
Review
by a verified client in Essex
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I do not know enough about financial planning.
How has Simon Player helped you?
He has advised me to invest in an away that suits my needs.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing, I am very happy.
Review
by a verified client in London
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Simon Player helped you?
Yes
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
No
Review
by a verified client in Isle of Wight
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement planning
How has Simon Player helped you?
Simon has been a trusted source for advice and has been diligent in executing our retirement plans. He has always been responsive and professional in all his dealings with us.
Have you seen the outcome you were hoping for?
In terms of Simon's advice and service, yes. In terms of investment performance, less so. In the many years he has advised us his firm has undergone a number of mergers and ownership changes. We have not always been convinced that the products and fees offered by the company were the best for our needs.
What could they have done better?
Been more client/performance focused and less concerned with promoting in-house DFM products.