Simon's reviews
Reviewed for
Insurance and Protection ( 2 )
Mortgages ( 2 )
Pensions ( 7 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 5 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 3 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Middlesex
3 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Simon has looked after my families financial affairs for a number of years. Experiencing the serivce he gave to my parents, I was happy to engage his services when I needed them myself.
How has Simon Tuck helped you?
Simon gives professional and clear advice, taking time to understand my personal goals and requirements.
Have you seen the outcome you were hoping for?
Yes
Repeat review
by a verified client in London
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Simon Tuck helped you since your last review?
Simon has a good understanding of mine and my family’s priorities so is able to offer advice for the short, medium and long term. We have taken practical steps to address all these areas over the last 12 months.
Repeat review
by a verified client in Middlesex
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Simon Tuck helped you since your last review?
Simon is a constant reassurance in a complex world. Having confidence in the person you are dealing with is everything.
Repeat review
by a verified client in Hampshire
3 years ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Simon Tuck helped you since your last review?
Arranging amalgamation of remaining pensions and first draw down.
Review
by a verified client in Cambridgeshire
4 years ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Transferred to Simon as previous Pension arrangements were sold on.
How has Simon Tuck helped you?
Initial meeting to understand our requirements and action plan formed.
Have you seen the outcome you were hoping for?
To date [During Covid] the outcome is as we would hope for.
What could they have done better?
At this point in time I do not see anything that could have been done better.