Simon Jones

Review from verified client

January, 2024

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

We were looking to get a mortgage, along with needing life insurance and a will.

How has Simon Jones helped you?

Simon is a caring and thoughtful advisor who takes the time to understand his client. We received relevant and useful advice in a timely manner and were able to lean on Simon for advice as we needed.

Have you seen the outcome you were hoping for?

Yes definitely, Simon has been fantastic

Review from verified client

January, 2024

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

We were recommended to Simon and I would further recommend his excellent services. Professional, excellent communication and a brilliant service. The journey of complicated pension transfer was made easier and much less stressful

How has Simon Jones helped you?

Our process was completed and Simon did all the hard work with a smile and polite, professional manner

Have you seen the outcome you were hoping for?

Yes most definitely

What could they have done better?

Nothing

Review from verified client

December, 2023

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

Wanted to get some savings set up for the children and get some insurance for myself but didn’t know what was best.

How has Simon Jones helped you?

Simon’s knowledge and understanding of our needs was first class.

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Absolutely nothing

Review from verified client

November, 2023

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

Transfer of a previous employment pension fund, then subsequently mortgage and protection options. (Income/life and critical illness cover)

How has Simon Jones helped you?

Always informative, helpful, clear and concise with options. Excellent value for the level of service received. Would highly recommend, as I have to family, friends and colleagues.

Have you seen the outcome you were hoping for?

Yes, absolutely. Even with mortgages and the current rates issues I have been impressed with the length and breadth of search and options. Felt listened to as the client, with the best fit for me.

What could they have done better?

Nothing!

Review from verified client

October, 2023

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

Financial help and advice in consolidating 2 private pension schemes and where to invest monies from saving's accounts.

How has Simon Jones helped you?

Simon's help and advice has been invaluable and always presented in terms that I can easily understand and always more than happy to answer any questions I might have. Also his good humour, friendliness and patience have been so appreciated. He has given me reassurance for my future and knowing that he is always at the end of the phone if I need his help.

Have you seen the outcome you were hoping for?

As far as economic climate permits, yes

What could they have done better?

There is nothing that comes to mind and I more than happy and impressed with Simon's knowledge and guidance.

First impression from a user who is not yet a client

September, 2023

Please provide a brief comment about your experience with Simon

Simon was excellent at providing guidance and insight and took an educational approach so I came away feeling much more confident about my knowledge and options. I would definitely recommend him to a friend and look forward to working with him in future.

Review from verified client

May, 2023

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

I had a number of pensions and was looking for support with them

How has Simon Jones helped you?

Simon has amalgamated all my pensions into an ethical fund, which is exactly what I was looking for.

Have you seen the outcome you were hoping for?

Sadly the last couple of years during Covid has not been ideal for the funds - however, it’s the long game….

What could they have done better?

I cannot think of anything

Review from verified client

March, 2023

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

Seeking advice to manage my finances

How has Simon Jones helped you?

Simon Jones helped me with good financial advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

March, 2023

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

I had some money I wanted to get some advice about and possibly invest

How has Simon Jones helped you?

Simon helped with financial advice and investment.

Have you seen the outcome you were hoping for?

Absolutely.

What could they have done better?

Nothing at all.

Review from verified client

February, 2023

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

I wanted to have a full financial check up following a divorce. I also wanted to know whether I could afford to do some home improvements.

How has Simon Jones helped you?

Simon has assisted me with investments (ISAs and pension), my mortgage and also income protection as I am self-employed. He was able to show me how I could fund my new kitchen and continue to grow my investments. He shared long tem cash flow forecasts which meant I could see how each decision would affect my future income. Simon is approachable, friendly and can explain everything in simple terms. He listens to your dreams and goals and helps you work out a way to achieve them.

Have you seen the outcome you were hoping for?

Yes, I am reassured that my future financial needs can be met, and that I can make some improvements and invest in my dreams, eg a new kitchen and, in the future, a campervan I would highly recommend (and have done so)

What could they have done better?

Nothing

Review from verified client

January, 2023

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

Current mortgage due to expire and wanted financial planning alongside mortgage help.

How has Simon Jones helped you?

Simon has helped myself and my husband more than I could imagine. We are currently re-mortgaging, Simon has helped us make better financial decisions towards our future and was able to explain everything every step of the way, making us feel confident in our decisions and educating us to make better informed decisions in the future. Professional, friendly, expert advise, would not hesitate to recommend to any of my friends and family.

Have you seen the outcome you were hoping for?

Yes pleased with the outcomes of Simon's services to date.

Review from verified client

January, 2023

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

I wanted to review and rationalise my finances

How has Simon Jones helped you?

Restructured existing pension arrangements to make more effective use of existing funds to generate an ongoing income.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

December, 2022

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

I wanted to retire and have someone to manage my finances

How has Simon Jones helped you?

He has made it possible for me to retire early which has changed my life and my health for the better.

Have you seen the outcome you were hoping for?

Yes I have without question

What could they have done better?

Nothing

Review from verified client

December, 2022

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

We felt that advice was probably overdue and found a recommendation for Simon.

How has Simon Jones helped you?

Yes - Simon has clarified and simplified our financial position and provided a pathway to financial security

Have you seen the outcome you were hoping for?

Not yet - this is a long term relationship and one that has just started

What could they have done better?

Apart from winning lottery numbers ……. Everything was good

Review from verified client

November, 2022

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

I had 13 pensions which I accumulated over 40 years. I needed advice on what to do..

How has Simon Jones helped you?

Simon patiently went through all of them to consolidate into one pension.

Have you seen the outcome you were hoping for?

More than happy and now growing as one pension

What could they have done better?

I’m happy with everything..

Review from verified client

November, 2022

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

Transfer of pension from previous employer.

How has Simon Jones helped you?

Absolutely, excellent advice, informative and tailored. Obviously an expert in his field.

Have you seen the outcome you were hoping for?

Yes, the fund has made an excellent return, even within the current economical constraints and throughout the pandemic.

What could they have done better?

Nothing!

Review from verified client

November, 2022

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

New family so wanted to plan for our future

How has Simon Jones helped you?

Simon Jones has provided an excellent, professional service and has been approachable and available whenever we needed him. He hasn’t tried to sell us anything that we didn’t need or want and has put a lot of research in to the services he has provided. Would highly recommend .

Have you seen the outcome you were hoping for?

Too soon to tell

Review from verified client

November, 2022

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

I received some inheritance last year and when I approached my existing financial adviser, she was reluctant to spend time with me face-to-face and after some concerns I had over the charges I started researching this well-known wealth management firm. I noticed the firm was gaining negative press attention and unsatisfactory client reviews. This led me to explore working with a different financial adviser. I was introduced to Simon Jones, a financial adviser in Bristol, by a friend. The difference in service and the ideas he had around my finances were so much better than my previous financial planner, so we asked Simon to review all mine and my husband’s finances. I quickly realised from reading Unividual’s website we were previously receiving a “one-size fits all” approach to financial advice, Simon and Unividual take the opposite approach, and I can confirm they do live up to their promise.

How has Simon Jones helped you?

In our time together Simon has spent time really listening to what is important to us, understanding what we would like our future to look like and coaching us, this has improved the relationship I have with my finances. I actually understand now what I am doing with my finances, and this has improved my overall wellbeing.

Have you seen the outcome you were hoping for?

Definitely.I can now get on with enjoying life knowing that I am taking care of my future with the financial plan we put in place together. Unividual is so different to other financial advisers in the UK, they really are unique and individual.

Review from verified client

October, 2022

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

Starting a family and wanting life insurance that suits our family and advice on saving for our girls

How has Simon Jones helped you?

Simon’s knowledge has given us a much better understanding of what products suit us and why.

Have you seen the outcome you were hoping for?

Thankfully had to use life insurance or critical illness yet but very happy with our investments.

What could they have done better?

Nothing

Review from verified client

September, 2022

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

I was planning on moving jobs and was looking into protection products whilst also my mortgage was coming up for renewal

How has Simon Jones helped you?

Simon was very helpful in his approach and provided clear advice on my circumstances. I have a good understanding as I work in the industry myself but seeking advice and having a well qualified and understanding, personable adviser to talk through helped massively, especially when considering the current state of the market and events impacting it this month.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing. Communication was great, as was the service and outcome

Review from verified client

July, 2022

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

Optimising financial planning

How has Simon Jones helped you?

By optimising our financial planning and taking the stress and burden off us so that we can concentrate more on our lives.

Have you seen the outcome you were hoping for?

Yes. Simon has been great at explaining things in great detail and guiding us through the process. We couldn't recommend him enough.

Review from verified client

April, 2022

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

I met Simon at an awards evening

How has Simon Jones helped you?

Simon has helped me across multiple sectors with my investments. Initially pensions, and then life / health insurances as well as more recently ISAs.

Have you seen the outcome you were hoping for?

Absolutely!

Review from verified client

April, 2022

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

I had held savings and an ISA in a basic building society account and it was just not accruing much interest. My pension forecast with my current investor also wasn’t looking good. I need help to reassess everything.

How has Simon Jones helped you?

Simon Jones went through everything for me, explained it all in terms I could understand. Showed me plans that would work for me along with forecasts. He was a great help in setting out all the options for me to choose on if I wished. He was always available for the smallest of queries at any time.

Have you seen the outcome you were hoping for?

Absolutely, every plan I chose to invest in, has been the right one.

What could they have done better?

Nothing, I really am happy with all the advice and help given.

Review from verified client

January, 2022

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

I had a lump sum to invest due to a house sale and wanted to make sure it was well invested for the future

How has Simon Jones helped you?

Simon Jones undertook an in depth and thorough assessment of what I was looking for based around my personal circumstances and has put in place a clear plan to looking after my finances over the long-term, which is regularly reviewed and discussed.

Have you seen the outcome you were hoping for?

Yes, I set out to invest a lump sum which I have done, and am also confident that I have invested wisely for the future. Simon Jones was supportive, thorough and transparent throughout the whole process.

What could they have done better?

No, I think Simon Jones provided me with excellent advice and was clear, patient and based around what I wanted.

Review from verified client

December, 2021

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

I needed to consolidate a couple of pensions and invest some spare savings and found it all too complicated and overwhelming to just go and do it alone. I wanted to find a IFA who had a professional approach and more importantly who I liked and trusted.

How has Simon Jones helped you?

Simon patiently spent time to get a clear understanding of my requirements and what I hoped to achieve for my future and gave advice that was easily understood. He also reviewed my general financial situation with options and advice. Nothing was ever too much trouble for him and makes you feel at ease straight away. A very pleasant and knowledgeable man, not pushy at all, and who doesn't mind answering lots of questions. I wouldn't hesitate recommending Simon to anyone.

Have you seen the outcome you were hoping for?

It is to early to tell but I am happy with the advice I have been given.

What could they have done better?

Nothing.

Review from verified client

September, 2021

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

I've just turned 60 so I felt it was time I looked at my options and give order to my future.

How has Simon Jones helped you?

Gathering all the data seemed a daunting task but Simon was able to set a plan in action with easy and logical steps to follow. Once he had all of our information to hand he was able to advise both my wife and I on the best route for us to realise our expectations for the future. All of our questions were answered honestly and professionally and as a result we have retained Simon as our FA.

Have you seen the outcome you were hoping for?

The changes to our pensions etc have only just been instigated and as such no worthwhile data exists as to make any judgement on investments, however all the consolidation and transfers took place seamlessly and exactly as we were advised they would. Completely hassle and worry free.

What could they have done better?

Nothing. As far as I'm concerned Simon is an absolute pleasure to work with!

Review from verified client

September, 2021

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

I like to think I'm pretty clued up when it comes to investments but with a busy job and a young family it’s not always easy to find the time to do the research required. Simon has taken over the management of our personal pensions and the savings for our two sons. This not only frees up my time but given his technical knowledge means that they are in safe hands.

How has Simon Jones helped you?

During our time working with Simon he has provided us with the peace of mind of knowing that should anything happen to me or my wife then our family is protected. He has helped us ensure that we are getting the best mortgage interest rate and started a plan for a financially secure future.

Have you seen the outcome you were hoping for?

Following a recent annual review we have been very pleased with the results, particularly given the global events of the past 18 months

What could they have done better?

I am very happy with the advice received

Review from verified client

September, 2021

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

We needed a thorough review of all of our pensions, investments and Life Insurances

How has Simon Jones helped you?

Simon was very thorough and patient and took the time to fully understand all of our current investments, pensions and insurances and made recommendations wherever he felt we could improve our position

Have you seen the outcome you were hoping for?

Yes

Review from verified client

July, 2021

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

I wanted to seek a financial adviser to help me best look after my finances that I acquire through playing professional rugby.

How has Simon Jones helped you?

He’s looked after me incredibly well and taken the time to educate me and keeping me informed so I actually know where my moneys going and what options I have to help me in the future and when I retire from rugby.

Have you seen the outcome you were hoping for?

It’s early days in the scheme of things and I am happy with how quickly and easy the process was to set up and get going.

Review from verified client

July, 2021

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

Simon Jones is very responsive, approachable and thorough in his financial investigations and the resulting advice he provides. He has helped my wife and I sort our pensions, ISAs, investments and mortgages.

How has Simon Jones helped you?

He was able to demonstrate how we could afford to release equity from a rental property, fund our house move and realise our dream of owning a motorhome for those getaway weekends.

Have you seen the outcome you were hoping for?

Simon is more than an Independent Financial Advisor. He not only looks at the numbers but also looks to understand our aspirations and how to achieve them.

What could they have done better?

I have worked with other IFAs in the past but Simon outshines them all. I would highly recommend him to anyone wishing to review their financial circumstances.

Review from verified client

July, 2021

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

My husband and I approached Simon to help us assess our financial planning, and purchase a new home.

How has Simon Jones helped you?

Simon is friendly and very thorough. He investigated all of our pensions, ISAs and other assets, and advised how we can best utilise them all. He assessed our attitudes to risk and proposed a plan to fit our risk profile. He then put the plan into action and made all the transfers in our behalf. With Simon's expert help, we have been able to realise our dream of owning a motorhome, and buying an amazing house with 180 degree views across the sea. This has long been a dream, and we weren't sure that it was possible. As part of the process, Simon arranged our residential mortgage and a let-to-buy on a rental property we own, so that we are paying the best rates possible.

Have you seen the outcome you were hoping for?

Yes. I would highly recommend Simon! He has enabled us to live the dream!

What could they have done better?

Nothing.

Review from verified client

July, 2021

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

Looking for investment advice

How has Simon Jones helped you?

Found me the correct life insurance to suit me and advised on investment opportunities.

Have you seen the outcome you were hoping for?

Yes, very. Pleased with level of insurance recommended and investment choices.

What could they have done better?

I’m not sure there is anything Simon could’ve done to improve to better his service.

Review from verified client

April, 2021

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

Our mortgage needed to be reviewed as the agreed fixed rate was coming to an end and we also required some additional borrowing to extend our home. Simon also conducted an annual review of our Pensions and Protection.

How has Simon Jones helped you?

Simon reviewed all of the available mortgage options and provided a solution that was cost effective and timely. He also reviewed and discussed our pensions and protection to ensure that we continue to have the appropriate level of cover.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, Simon kept us fully updated throughout the application process and we achieved the outcome that we required.

Review from verified client

March, 2021

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

We were approaching retirement with little understanding of our various pension pots

How has Simon Jones helped you?

Simon talk is through the pros and cons of moving our pensions. With his help and advise we have re invested all our pensions.

Have you seen the outcome you were hoping for?

Absolutely. The fund is doing very well. After a brief Covid induced dip it has more than recovered.

What could they have done better?

I don’t have any feedback.

Review from verified client

March, 2021

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

Birth of our daughter

How has Simon Jones helped you?

By providing clear, evidence based advice.

Have you seen the outcome you were hoping for?

Yes

Review from verified client

March, 2021

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

I had a SIPP but wasn’t sure if it was right right set of investments to prepare me for retirement.

How has Simon Jones helped you?

Simon advised me holistically - on how my property and investments could work for me, and on the right income and health protection - all such that I’m ready for retirement. I have a number of potential life changes ahead of me, none of which are known now, and Simon has been happy to bring these into the conversation as required. Overall I have been very pleased do you work with Simon.

Have you seen the outcome you were hoping for?

I have been very happy with the service and with the relationship but it is far too early to say if the investment advice has paid off for me - but that is certainly no criticism, it is the best possible outcome for this stage and I will take it from here.

What could they have done better?

Nothing - although I do think the company-set 4.5% is on the high side and may be too much for some people.

Review from verified client

March, 2021

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

Approaching retirement I had a number of pension pots. I could not predict what level of income I could enjoy in retirement. Simon has enabled me to realise what my retirement will look and feel like. He has enabled me to protect the income I can leave to my wife should she outlive me. He has ensured that have a will and that my finances are sorted in any eventuality. The peace of mind and confidence that he has instilled for us is immense.

How has Simon Jones helped you?

As previously stated he enabled us to approach our retirement with much greater confidence and understanding.

Have you seen the outcome you were hoping for?

My wife should she outlive me will benefit from the full value of the pensions I have worked for. I can now choose when I retire and what level of income I can expect to enjoy.

What could they have done better?

I do not believe there are any areas that I have any dissatisfaction with.

Review from verified client

March, 2021

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

I had old frozen pensions

How has Simon Jones helped you?

Excellent understandable advice on my options delivered in a very professional manner. A plan that suited my future needs put into place.

Have you seen the outcome you were hoping for?

Very happy with the outcome

Review from verified client

January, 2021

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

Planning for retirement

How has Simon Jones helped you?

Created projections for us and managing pension funds

Have you seen the outcome you were hoping for?

Simon has exceeded my expectations and I am looking forward to continuing working with him in the future.

What could they have done better?

It would be difficult to improve the level of service that Simon gave during this pandemic.

Review from verified client

January, 2021

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

Had house sale proceeds to invest.

How has Simon Jones helped you?

Simon patiently took me through a range of different options for long term financial planning. Being quite new to investments, and working with a financial adviser, I really appreciated his approach. I would highly recommend to anyone looking to either invest or get general advice, whether you are a new or experienced investor.

Have you seen the outcome you were hoping for?

Yes, in that I have now got a portfolio of ethical investments that is being managed. I have just confirmed initial investments so can’t review in terms of financial performance, but feel very happy with the service provided.

First impression from a user who is not yet a client

December, 2020

Please provide a brief comment about your experience with Simon

I have been working with Simon for a couple of weeks now and he has been incredibly helpful explaining what options are available with regards to pension planning. The process has been very smooth and our meetings are very relaxed but with clear instruction on what we need to do next and I look forward to continuing to work with Simon going forward.

Review from verified client

December, 2020

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

Havibg children and wanting to ensure that we have financial security for our family, now and in the future.

How has Simon Jones helped you?

Simon gave us clear advice and information regarding what schemes and services were available and took the time to really understand our situation both personally and financially to help us choose a life insurance policy and make plans for our will.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Honestly, can’t think of anything.

Review from verified client

December, 2020

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

Needed Life and Critical Illness insurance and a review of my private pension.

How has Simon Jones helped you?

Arranged my life and critical illness insurance and transferred my pension to a much higher yielding product.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

First impression from a user who is not yet a client

November, 2020

Please provide a brief comment about your experience with Simon

Simon is both extremely professional and personable. He is a joy to work with and even via online meetings he is easy going and takes time to get to know you in order to fulfil his role as adviser. He manages to provide accountability without being overbearing and is also clear that I am free to take or leave his advice! His advice has always been spot on. In the short time I have been consulting with him, I have found myself in an improved financial position and have greater clarity when it comes to future financial issues. I would highly recommend him to anyone, whether you are planning on buying a house or just need to get your finances in order so you can make some sound investments.

First impression from a user who is not yet a client

October, 2020

Please provide a brief comment about your experience with Simon

Simon was extremely professional, and made everything easy to understand. He showed us in great detail how we could be earning more money from our savings and pensions. Have already recommended him to friends and family.

First impression from a user who is not yet a client

October, 2020

Please provide a brief comment about your experience with Simon

Our meetings with Simon have been excellent, he understood our needs and requirements for the future. He has put a lot of work in to ensure all our financial goals and life style is a reality. Due to the pandemic we face difficult times and Simon’s advice has left us feeling a lot less stressed and more positive for our future Thank you

First impression from a user who is not yet a client

September, 2020

Please provide a brief comment about your experience with Simon

Simon was very personable and relatable. He was very patient and thorough in his fact finding and demonstrating a wealth of knowledge of both traditional and emerging financial products. He provided me the most insightful advice I’ve ever received. I would highly recommend his services.

Review from verified client

August, 2020

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

Planning for retirement

How has Simon Jones helped you?

Gave advice on pensions and insurances

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

First impression from a user who is not yet a client

August, 2020

Please provide a brief comment about your experience with Simon

Simon was very clear and thorough about how his role could benefit our future plans. His friendly and professional manor has put me at ease.

First impression from a user who is not yet a client

July, 2020

Please provide a brief comment about your experience with Simon

Simon has explained his role and services clearly. Simon's friendly and professional approach has put me at ease. I look forward to working towards the goals we discussed.

First impression from a user who is not yet a client

July, 2020

Please provide a brief comment about your experience with Simon

Simon provided me with a detailed explanation of various products and services he is able to offer. Simon has a very patient and personable manner.

First impression from a user who is not yet a client

July, 2020

Please provide a brief comment about your experience with Simon

Honest, balanced and excellent tailored advice. Explanations are given where needed but Simon established my understanding beforehand, therefore I never felt spoken down to. Would definitely recommend his services.

First impression from a user who is not yet a client

July, 2020

Please provide a brief comment about your experience with Simon

Simon was extremely thorough. He explained matters in an understandable and highly personable way. His knowledgeable across a range of topics was impressive. He was well versed in some of the latest investment options/vehicles. I would highly recommend him - both to anyone starting out on their financial planning journey to someone already engaged with an adviser where their advice or service has become stale or costly.

Simon's reply

Thank you for taking the time to leave me a review Kelly. S

Review from verified client

April, 2020

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

We needed some advice in order to improve the life cover and protection that we had in place and we also wanted to review and set up a new pension.

How has Simon Jones helped you?

Simon met with us at home and was able to review all aspects of our finances and explain to us what he was able to help us achieve. He set out clear recommendations to enable us to make informed decisions with confidence regarding our protection, pensions and our wills.

Have you seen the outcome you were hoping for?

Yes, we are happy with everything that's been done to date and look forward to working with Simon on an ongoing basis.

Review from verified client

March, 2020

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

Needed to organise my pension.

How has Simon Jones helped you?

Shed a lot of light on different avenues to take with not only pensions but also other areas of investing / cover.

Have you seen the outcome you were hoping for?

So far so good!

What could they have done better?

It is still early days so difficult to critique at this stage.

Review from verified client

March, 2020

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

Retirement was approaching and we didn’t really have a clear plan.

How has Simon Jones helped you?

Talked us through our options and helped us with the decision to reinvest all our pensions. Also to write our will which was long overdue.

Have you seen the outcome you were hoping for?

Yes everything went smoothly.

Review from verified client

March, 2020

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

Wasn’t happy with existing insurance cover and wanted advice on best way to save money.

How has Simon Jones helped you?

Talked at length on different types and levels of cover and set me up with a plan that greater fits my requirements.

Have you seen the outcome you were hoping for?

Yes, perfect service, very happy.

What could they have done better?

Nothing

Review from verified client

March, 2020

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

Had a number of frozen pension that needed attention.

How has Simon Jones helped you?

Excellent advice, researched on my behalf of the options from the other companies and advised fully and honestly my options - without obligation.

Have you seen the outcome you were hoping for?

Definitely - had the best option I could hope for.

What could they have done better?

The service I received was thoroughly constructive and informative, so I can’t think of anything that needs improving.

Review from verified client

March, 2020

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

New family so wanted to ensure we had protection

How has Simon Jones helped you?

He reviewed our current protection, advised what our needs and priorities should be and arranged more comprehensive cover. He also arranged children’s savings accounts.

Have you seen the outcome you were hoping for?

New clients so not yet

Review from verified client

March, 2020

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

Planning retirement with a desire to protect the interests of my wife in the event of my early demise. Balancing pension provisions and property ownership in the uk and overseas.

How has Simon Jones helped you?

Simon enables me to dramatically reduce my overseas cost. Established new fund investment that protected Claire my wife’s interests.

Have you seen the outcome you were hoping for?

It’s early days for my investment particularly due to the impacts of coronavirus. My investment was for the long term and as all financial advisors or organisations will tell investments can go up or down.

What could they have done better?

None