Simon Arthur

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

Planning for retirement and inheritance.

How has Simon Arthur helped you?

Simon has been my advisor for many years. During that time my circumstances and needs have sometimes changed and obviously the external financial environment has seen multiple changes. Throughout, Simon has remained understanding of my aims and requirements and proactive in his response and advice. I have a high level of trust in him.

Have you seen the outcome you were hoping for?

Yes. Obviously markets determine outcomes to a large degree but by reference to appropriate benchmarks I have been very happy with the performance of my pension and investment portfolios.

What could they have done better?

Nothing I can think of.

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

I needed someone with deep knowledge and experience of the financial marketplace to advise me on how best to invest and manage my financial portfolio

How has Simon Arthur helped you?

In all ways necessary for the last 20 years, in the areas I highlighted earlier

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I cannot think of anything he could have done better

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

Investment and retirement advice

How has Simon Arthur helped you?

In every way Simon has been excellent. He looks to understand our issues then fits a solution to this. So bespoke service right through.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much

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

Need for investment advice

How has Simon Arthur helped you?

Comprehensive review of baseline situation, exploring options, putting options into action.

Have you seen the outcome you were hoping for?

Yes, very happy so far, and have been throughout.

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

Complexity of my investment and tax affairs

How has Simon Arthur helped you?

Clear guidance and recommendations

Have you seen the outcome you were hoping for?

Yes