Simon's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 26 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 7 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 17 )
Financial Mentoring ( 5 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 7 )
£50k - 100k ( 2 )
Up to £50k ( 1 )
Review
by a verified client in Bedfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension
How has Simon Jackson helped you?
Excellent advice on pension planning.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing IMO
Simon:
Thank you very much indeed for taking the time to post a review for me. It is very much appreciated. I enjoy working with you, especially with our love for the music of Taylor Swift! I look forward to working with you in the future. All the very best. Kind regards SimonFirst impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Simon
Very easy to talk to and to understand.
Simon:
It was very nice to meet you and your daughter yesterday. Hopefully, you understood why I didn't think we could help you at the moment. But if you or your daughter, think that we can help you in the future, you know where we are. All the very best. SimonReview
by a verified client in Cambridgeshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching pension age.
How has Simon Jackson helped you?
Helped us understand, how to make the most of our money
Have you seen the outcome you were hoping for?
Not yet
What could they have done better?
Nothing - whole Team are excellent
Simon:
Thank you very much indeed for this review, it does mean a lot to me and the team. I know it took a long while for you to decide to go from Financial Planning (where we said your money will last you and you could spend more) to making the changes happen, but I am glad that you did this. As it simplifies everything for you and gives you both a clear direction in your retirements – now time to enjoy yourselves, with some nice holidays!Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Lack of detail knowledge.
How has Simon Jackson helped you?
Simon provided exactly what we needed and was extremely helpful. He explained things very clearly and used language that we could understand.
Have you seen the outcome you were hoping for?
Too early to know.
What could they have done better?
Nothing.
Simon:
Thank you very much for taking the time to provide myself with a review. It is very appreciated indeed. It was good to meet you and it was really pleasing, to answer all your questions, to put you at ease and to help you both out. You know where I am in the future, if I can help you further. All the very best.Review
by a verified client in Hertfordshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help needed with finance and pensions.
How has Simon Jackson helped you?
Assessed our needs and advised appropriately.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Happy with the advice provided.
Simon:
Thank you very much indeed for this review. As I said in the meeting, the Vouchedford reviews, which gave, again, me a Top Adviser Rating and Smith and Wardle a Top Firm award are really appreciated by myself and the team. I really enjoy working with you both and I look forward to this continuing in the future (and not so we can continue to talk about running!). Many thanks