Simon's reviews
Reviewed for
Pensions ( 16 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 21 )
Pension Transfers - Non Specialist ( 1 )
Inheritance Planning ( 13 )
Long Term Care ( 3 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 14 )
Financial Mentoring ( 4 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 7 )
£200k - £500k ( 3 )
£100k - £200k ( 2 )
£50k - 100k ( 2 )
Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had excessive income when employed and wish to invest it. I also was keen to find ways of avoidance of taxes. As the financial director of a local company I was tasked to explore a company pension scheme. From Yellow Pages, I selected Denis Stewart to advise us.
How has Simon White helped you?
He has taken over the role from Larry of advising me very well!
Have you seen the outcome you were hoping for?
My wife and I continue to get a very good service.
What could they have done better?
I do not consider myself qualified to identify areas of my assets that could have been more successfully handled. Possibly the Charles Stanley AIM investments?
Simon:
Thank you for taking the time to leave this review. I really appreciate your long-standing relationship with the firm, and I’m pleased to hear that you and your wife continue to feel well looked after. I’m glad the transition from Larry to me has been a smooth one. I know how important continuity and trust are when it comes to financial planning, and it’s been a pleasure to take on the responsibility of advising you. Your comments also highlight a key benefit of working with a financial adviser – having someone on hand to help navigate important decisions, whether that’s making the most of surplus income, putting tax-efficient strategies in place, or exploring pension options for your business and family. Thank you again for your trust and kind words. I look forward to continuing to support you both in the years to come.Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension advice
How has Simon White helped you?
Simon has provided me with a very good service in relation to my pension
Have you seen the outcome you were hoping for?
Yes, I have been very happy with the outcome so far
What could they have done better?
I am happy with the service
Simon:
Thank you for taking the time to leave a review. I’m really pleased to hear that you’ve been happy with both the service provided and the outcome of our work together so far. It’s always encouraging to know that the support offered around your pension planning has made a positive difference. Helping clients gain clarity and confidence in their financial future is at the heart of what I do, so I’m glad that the guidance has met your expectations. It’s particularly rewarding to hear that you’ve found the service to be of a high standard, and I look forward to continuing to support you as your needs evolve over time. If there’s ever anything more you’d like to explore or discuss in future meetings, please don’t hesitate to bring it along — the advice process works best when it’s a true partnership. Thank you again for your feedback and for choosing to work together on your financial journey.Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed advice on investing a substantial amount of money and a friend recommended Lawrence Clarke. For the past 3 years or so we have been looked after by Simon White.
How has Simon White helped you?
Yes, immensely. His explanations and advice have proved very successful.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I don’t think we could have been looked after better.
Simon:
Thank you for taking the time to leave such a thoughtful review. I’m really pleased to hear that your experience over the past three years has met – and even exceeded – your expectations. It’s great to know that the advice and explanations I’ve provided have made a real difference as you navigated how best to invest a substantial sum. I always aim to offer guidance that’s not only sound and strategic, but also clear and easy to apply with confidence. Your comment that you don’t think you could have been looked after better genuinely means a lot. I take pride in providing a personal and consistent service, and it’s reassuring to know that has come through in your experience. Thank you again for your trust and for coming to us on the back of a friend’s recommendation. I look forward to continuing to support you in the years ahead.Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We have been enrolled with this firm for about 20 years and value the careful needs analysis and investment solutions we get.
How has Simon White helped you?
Conducted our annual review and tweaked the balance of our investments to reflect our concerns for the future. He reassured us that our investments are suitably diversified.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing. Simon was fully up-to date with our investments and sentiments.
Simon:
Thank you for taking the time to leave such a kind review. It really does mean a great deal to know that, after 20 years with us, you continue to value the care and attention we put into understanding your needs and shaping appropriate investment solutions. I’m especially pleased to hear that our recent annual review was reassuring and that the adjustments we made have helped ensure your investments remain aligned with your concerns for the future. Making sure your portfolio is well-balanced and suitably diversified is always a priority, and it’s good to know you feel confident in the approach we’re taking. Thank you again for your ongoing trust — it’s a real privilege to support you, and I look forward to continuing to work together in the years ahead.Review
by a verified client in Hampshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Was unexpectedly left some money in a relative's will and was unsure where to invest
How has Simon White helped you?
Simon explained how the money could be invested for the best returns and I agreed with his recommendations and went forward with them
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Nothing could have been done better all is on track
Simon:
Thank you so much for taking the time to leave this thoughtful review. I’m really pleased to hear that you’ve felt supported and well-informed throughout our work together. Receiving an unexpected inheritance can feel daunting, so I’m glad I was able to help bring some clarity around how best to invest the money. It’s great to know that my recommendations made sense to you and gave you confidence to move forward. I’m also delighted that the outcome has been what you were hoping for – that’s exactly the kind of result I aim for with every client. Thanks again for your kind words. I look forward to continuing to support you with your financial plans in the future.