Reviewed for

Insurance and Protection ( 1 )

Pensions ( 10 )

Equity Release ( 1 )

Retirement income (annuities, drawdown) ( 5 )

Investments and Savings ( 10 )

Reviewers' assets

£500k+ ( 1 )

£200k - £500k ( 3 )

£100k - £200k ( 1 )

£50k - 100k ( 3 )

Up to £50k ( 3 )

Client reviews

Review from verified client

February, 2018

Overall

Advice

Service

Value

Based in Cornwall

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

My brother in law needed advice regarding a pension due to mature. He also invested money for my mother many years ago.

How has Simon Bullivent helped you?

I have known Simon for years since working with him in Lloyds Bank. Because of his trustworthiness I asked him to deal with my mother's investments and he listened carefully to what mum wanted and invested her money accordingly. He didn't try to persuade her to take out medium or high risk options even though this could possibly earn him more commission. He did the same with my brother in law and, should I ever need any financial help or advice I would not approach anyone else.

Have you seen the outcome you were hoping for?

Absolutely. He is knowledgeable in all the fields we asked of him and I know he is conscientious enough to keep up to date with any changes in law and financial products.

What could they have done better?

Absolutely nothing. I have sent many friends to Simon and he and his colleague have given straight advice, even if it resulted in no business for them. 100% Trustworthy.

First impression from a user who is not yet a client

January, 2015

Overall

Please provide a brief comment about your experience with Simon

Pleasant and helpful - perhaps a little too vague about some issues

Review from verified client

October, 2014

Overall

Advice

Service

Value

Based in Cornwall

How has Simon Bullivent helped you?

Simon, his partner and team members were very approachable during my visits. The research and advice given was first class and I can highly reccommend the team and Simon to anyone looking for truly independent financial advice. Do not hesitate to contact Simon or his partner with any financial worries or concerns, their first meeting with you is free and without obligation. However I know that once speaking with Simon you will have no hesitation in using this very professional person/company.

What could they have done better?

Nothing really as the level of service is high, including plenty of tea :-)

Review from verified client

April, 2014

Overall

Advice

Service

Value

Based in Cornwall

How has Simon Bullivent helped you?

Simon listens to the overall plan for my mothers Power Of Attorney requirements and acts quickly and efficiently on informing me on what the short, medium and long term options and outcomes can be. Advises as to the best direction based on the attitude to risk. I am fully informed to the point of explaining the more difficult aspects in a clear and precise way and as many times as required.

What could they have done better?

Have an office where the windows open for the good weather:-) More seriously, for all advisers to have the equivalent to an "Idiots guide" to the stock market, investments and the money markets for those uninitiated in the world of financial planning. A book at the start of the business relationship in that vein might be a good idea.

Review from verified client

January, 2014

Overall

Advice

Service

Value

Based in Cornwall

How has Simon Bullivent helped you?

Simon Bullivent gives his advice in a way that is easily understood. His advice has helped my "pension pot" increase at a better rate than if I were managing it by myself.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Cornwall

How has Simon Bullivent helped you?

Simon works extremely hard to research all the appropriate options available to me ensure that my money is working hard, and promptly informs me if changes need to be made (which isn't often, as the decisions we reach together in our meetings are invariably the right ones). Simon has a very friendly, relaxed manner and his ability to give information and communicate advice in a way that I understand is excellent. Because I am able to understand clearly everything he is telling me, and am confident that his extensive research enables him to "see into the future" as far as is reasonably possible or practical in the financial markets, I am confident that the decisions I make regarding my financial future, based on his advice, are the right ones.

Review from verified client

November, 2013

Overall

Advice

Service

Value

Based in Devon

How has Simon Bullivent helped you?

As a small investor, it is imperative that we have the best advice to maximise our capital. Simon is very thorough in his research on our behalf. He reviews our portfolio every six months and will quickly transfer any shares which he thinks are under performing. We are always kept updated and receive regular summaries. He has en excellent knowledge of the Stock Market and is able to answer any of our queries thoroughly. He is honest and truthful in his advice and will always tell you the pros and cons of any investments, before we make any decisions. Simon understands our aims and attitude to risk.

What could they have done better?

We enjoyed receiving the company magazine and reading its contents related to all things financial. We felt it kept us 'in the loop' We would like the company to keep producing this even if it is only yearly. It keeps clients 'connected' to the company

Review from verified client

October, 2013

Overall

Advice

Service

Value

Based in Cornwall

How has Simon Bullivent helped you?

Simon is highly professional yet very approachable he help me put my finances in order when my husband died which i found very hard but with Simons help and patience I got through it he was always at the end of the phone.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in West Sussex

How has Simon Bullivent helped you?

Assessed current financial situation and set investment goals and attitude to risk. Portfolio built accordingly with regular reviews to track performance. Flexible construction to enable any required switches due to change of financial situation or under performance of any element. Fully explained charges/costs and the affect these would have on performance. Offered a professional service which gives me peace of mind - I know that my finances are in good hands.

What could they have done better?

Can't think of anything.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in Cornwall

How has Simon Bullivent helped you?

Simon is a very well qualified and professional IFA who is more than happy to explain financial planning in easy to understand terms for the lay person. He takes time to understand a client's needs and advise appropriately. I would have no hesitation in recommending his services.

What could they have done better?

I do not have any particular criticisms of Simon.

Review from verified client

September, 2013

Overall

Advice

Service

Value

Based in Cornwall

How has Simon Bullivent helped you?

My adviser understands my situation well; understands my long term goals as well as making suggestions. He explains recommendations as clearly as I would like. All charges are fully explained.

Review from verified client

July, 2013

Overall

Advice

Service

Value

Based in Cornwall

How has Simon Bullivent helped you?

I'm so pleased that I discovered Simon Bullivent. He helped me through a difficult time after my husband died, not only with advice and financial planning, but also as a confidant and friend. Since that time (over 10 years ago), he has continued to manage my financial investments and has proved to be absolutely reliable in his advice. He is the most conscientious and meticulous person I have met and is dedicated to the financial welfare of his clients.

What could they have done better?

The only criticism I would make relates to the huge portfolio of proof and evidence that Simon provides in his endeavour to demonstrate the authenticity of his recommendations, and which requires filing in my expanding office!

Review from verified client

July, 2013

Overall

Advice

Service

Value

Based in Somerset

How has Simon Bullivent helped you?

Simon is an excellent communicator, keeps us regularly informed about our investments and is always available for advice. He constantly reviews our investments and makes necessary adjustments to ensure our money continues to grow!

What could they have done better?

No intelligent comments on this one - we're genuinly fully satisfied with the level of service we receive from Simon.