Simon's reviews
Reviewed for
Insurance and Protection ( 35 )
Mortgages ( 65 )
Pensions ( 59 )
Equity Release ( 17 )
Retirement income (annuities, drawdown) ( 33 )
Auto Enrolment ( 1 )
Investments and Savings ( 53 )
Pension Transfers - Non Specialist ( 20 )
Inheritance Planning ( 11 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 19 )
Financial Planning ( 12 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 12 )
£100k - £200k ( 11 )
( 1 )
Up to £50k ( 24 )
£50k - 100k ( 17 )
Review
by a verified client in Kent
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement.
How has Simon Munday helped you?
Provided financial expertise.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
More than happy with the advice.
Review
by a verified client in East Sussex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Multiple workplace pensions
How has Simon Munday helped you?
Simon has put all the pensions in one place and arranged a means of income. Simon has invested some of my inheritance.
Have you seen the outcome you were hoping for?
The outcome is somewhat dependent on market performance which fluctuate enormously, however at this stage I am still in profit
What could they have done better?
Under the circumstances I believe it is as good as it can be
Simon:
Thank you Victor for taking the time to leave feedback it is important for me to learn what I can do better. I am happy that you are pleased with the service but I will strive to improve it for you over the next 12 months.Review
by a verified client in East Sussex
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
All my work pensions were separate and I was coming to retirement age so needed advice on how to put all pensions in 1 place and how best to use them
How has Simon Munday helped you?
He helped me to to put work pensions all together and advised me how to use them
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Not much as far as I know about pension investment
Simon:
Thank you Alan, it was a pleasure helping you put your plan together and I am glad you are pleased with the outcome. Thank you for taking the time to leave feedback, it is greatly appreciated.Review
by a verified client in Dorset
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Purchasing a substantial property at the age of 62 - was not an easy process - But Simon and his team helped me sail through easily.
How has Simon Munday helped you?
Support - Advice- patiently and great advice
Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Nothing seriously he is a real gentleman with a wealth (excuse the pun) on knowledge and contacts
Simon:
Thank you David for your kind words and I am glad you were pleased with the service you received. I appreciate you taking the time to leave feedback.First impression
by a VouchedFor user
10 months ago
Overall
Please provide a brief comment about your experience with Simon
Very helpful