Simon Arthur

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

My need for pension advice

How has Simon Arthur helped you?

Regular advice on investments and pe.nsions

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

So far so good

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

When I became a Partner in a major professional services firm where earnings and governance structures raised significant issues

How has Simon Arthur helped you?

Over a 30 year period, Simon has advised on and arranged multiple financial structures that have enabled me to preserve and grow wealth, optimise tax exposures, and lay the foundations for a comfortable retirement for myself and family. In that period he has been a valuable advisor and financial counsellor. Especially valuable has been the bespoke service in both investment vehicles and advice, as opposed to the standard boilerplate offered by some well-known Advisory firms.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Overall I am very content with the service I have received.

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

Simon was the IFA for my late husband. On my husband's death I needed significant support in managing the transfer of assets following probate and then my ongoing financial situation. Simon's support and advice has been invaluable over the last few years.

How has Simon Arthur helped you?

Simon has enabled me to understand my finances, initially under very difficult circumstances, and has provided me with the confidence to manage them more effectively. His wisdom, sensitivity, prudence and knowledge have been unfailing whether it be to help me manage cash flow or in optimising investments and forward planning for inheritance.

Have you seen the outcome you were hoping for?

Absolutely. Simon has created thoughtful structure to my financial planning by listening carefully to my individual needs through regular review meetings. I can now see how my finances are working for me so that I can plan my lifestyle choices accordingly.

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