Simon's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 29 )
Retirement income (annuities, drawdown) ( 15 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 8 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 18 )
Financial Mentoring ( 6 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 5 )
£200k - £500k ( 8 )
Up to £50k ( 1 )
£50k - 100k ( 3 )
Review
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?
Pension plans
How has Simon Jackson helped you?
Very good
Have you seen the outcome you were hoping for?
Yes
Simon:
Thank you very much indeed for kindly leaving this review. It was a pleasure to work with you and to help you after the loss of Kumar. Thank you also for recommending people to us, this is appreciated and helps us to grow our business. All the very best. SimonReview
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?
Concerns over pension pot nearing retirement.moved to less volit
How has Simon Jackson helped you?
Moved investments to less volatile funds, which have still performed well.
Have you seen the outcome you were hoping for?
Happy with performance in difficulty times.cont
What could they have done better?
Content with all aspects of Simons advice.
Simon:
Thank you very much for providing me, with this review. I am really pleased that you are happy with the advice that we have given you and that we gave you the confidence that you can retire. Now it is time to enjoy your retirement! 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?
I have spoke/ seen to Helena before and was really happy with her advice and professionalism
How has Simon Jackson helped you?
Again advice re pension and savings
Have you seen the outcome you were hoping for?
Waiting for statement in July
What could they have done better?
Nothing as far as I'm concerned I was very pleased with the service and advice
Simon:
Thank you very much indeed for this review, it is appreciated. It was nice speaking to you earlier this year and do please contact me again, when we can help you out again. Thank you also for recommending friends to us, this is one of the ways that we can grow our business.Review
by a verified client in Bedfordshire
3 months 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
3 months 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. Simon