Simon Torry

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

The need to consolidate my pensions

How has Simon Torry helped you?

He took time to understand my circumstances, provide clear advice on the options and importantly the best time for any action.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Good , clear and prompt advice given.

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

I needed guidance relating to investing my money. My aim was to take early retirement from teaching. However, this could only happen with good investments and excellent advice from Simon. I achieved my goal.

How has Simon Torry helped you?

Excellent advice , investments that were in line with what I wanted the outcome to be. Simon is clear and patient when explaining alternative options. He also gave me the to go ahead and achieve my goals.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I can honestly say Simon did everything brilliantly.

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

Looking to retire early

How has Simon Torry helped you?

Provided options with pros/cons

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Receipts from a property sale needed investing

How has Simon Torry helped you?

Provided investment advice to meet our particular specifications

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

We have known Simon Torry for many years now and when we decided we needed assistants with our savings and pensions we looked no further than Simon.

How has Simon Torry helped you?

Simon offers advice that he believes in. He has the knack of explaining things at the level we can understand and avoids jargon and initials etc. He has made recommendations for us that have proved fruitful and has explained his advice at all times with clear warnings of any risks. He keeps us updated with his market analysis and has proven to have a very cool head in good times and bad. Most of all Simon strongly advised / nagged me to take out Critical Illness insurance because he saw a gap in our overall cover. Unfortunately I had to claim on this insurance but the payout allowed me to scale back work and eventually retire early, without Simon's insistence that I take out this cover I would have forced to carry on working or take a dramatic drop in life style.

Have you seen the outcome you were hoping for?

Our investment plans are moving along nicely and so far are going to plan.