Simon's reviews
Reviewed for
Insurance and Protection ( 13 )
Mortgages ( 1 )
Pensions ( 40 )
Retirement income (annuities, drawdown) ( 13 )
Auto Enrolment ( 1 )
Investments and Savings ( 20 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 8 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 13 )
Financial Planning ( 6 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 11 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Up to £50k ( 9 )
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 London
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our previous adviser was not very proactive nor responsive.
How has Simon Humphrey helped you?
Simon helped a lot by clarifying our options. I am almost at retirement age and our savings were not organised at all.
Have you seen the outcome you were hoping for?
I have seen my retirement fund grow, it’s a little early to say for the savings.
What could they have done better?
We are both very pleased with Simon’s service. He is available, patient and very clear in his explanations.
Review
by a verified client in London
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our long trusted advisor retired and transferred our policies onto new ones. The performance of the new advisors was really bad and we ended up loosing money so we looked for new one out of sheer desperation. Finding Simon at the time we found him was blessing as he managed very quickly to sort everything out and put us in much better financial planning position.
How has Simon Humphrey helped you?
He pretty managed to organise all our policies and pensions into a manageable platform with complete transparency and we are very very happy with his recommendations.
Have you seen the outcome you were hoping for?
It is a long term planning but we are comfortable with what he has suggested thus far.
What could they have done better?
He did everything the previous adviser didn’t and much better.
Simon:
Thank you for this glowing review. I am very pleased to have helped you both and I look forward to supporting you with invaluable advice for years to come.First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Simon
Simon was very helpful and explained my different options, it turned out I didn’t need his services. There was no pressure either way and I will be using his services in the future (when I will need them!)
First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Simon
Great quality advise. I have taken it on board. Ty ?
Review
by a verified client in London
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had been meaning to for many years
How has Simon Humphrey helped you?
He advised and then organised my private pension
Have you seen the outcome you were hoping for?
Yet to see!