Simon Arthur

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

I have worked with Simon for many years. It started out with pension planning in my early career days

How has Simon Arthur helped you?

Simon has guided me for many years on pension needs and where investments were best placed

Have you seen the outcome you were hoping for?

Yes

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

Money is relatively easy to make and of course spend. Managing it properly in order to achieve a balance or indeed a surplus is a whole new ball game. That is why any prudent thinking person requires sound financial advice.

How has Simon Arthur helped you?

Simon has advised on the investment of our money across all of our various portfolios and interests both in setting up vehicles but also managing them. The results have been freeing up substantial amounts for gifting to our children for inheritance tax purposes. Optimising amounts of drawdown payments by advice on taxation. Resulting in our being able to maintain a high standard of living in these difficult times.

Have you seen the outcome you were hoping for?

Absolutely yes.

What could they have done better?

Very little. Apart from organising a change of Government.

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

Retirement

How has Simon Arthur helped you?

Finding investment managers and managing the relationship with them. Advising on risk. Advising on changes to pension regulations and on inheritance tax planning.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

N/A

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

I wanted advice on my assets to try and maximise my return on investment

How has Simon Arthur helped you?

We meet twice yearly in person and discuss my financial position. He is happy to answer any questions I have and then follows up if necessary.

Have you seen the outcome you were hoping for?

Yes, very much in line with expections.

What could they have done better?

Financial rules and regulations are complicated and on occasion more detailed explanation is necessary for the lay-person to understand these complexities.

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

Getting old

How has Simon Arthur helped you?

Kept me appraised of changes on the law and advised accordingly

Have you seen the outcome you were hoping for?

Ongoing

What could they have done better?

Nothing so far as I know