Simon's reviews

Reviewed for

Insurance and Protection ( 4 )

Pensions ( 45 )

Retirement income (annuities, drawdown) ( 34 )

Investments and Savings ( 24 )

Pension Transfers - Non Specialist ( 7 )

Inheritance Planning ( 15 )

Long Term Care ( 5 )

Pension Transfers - Specialist ( 9 )

Financial Planning ( 21 )

Financial Mentoring ( 4 )

Reviewers' assets

£500k+ ( 7 )

£200k - £500k ( 7 )

£100k - £200k ( 6 )

Up to £50k ( 5 )

£50k - 100k ( 6 )

First impression

by a VouchedFor user

2 months ago

Overall

Please provide a brief comment about your experience with Simon

Simon's initial conversation with my wife and me. Simon was excellent in listening and taking time to assess our situation. We were very impressed.

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Simon

Simon rapidly and clearly identified my financial predicament and offered specific and practical advice to resolve it. He was courteous, was focused on my need and generous with his time. Thank you very much.

First impression

by a VouchedFor user

4 months ago

Overall

Please provide a brief comment about your experience with Simon

Simon visited us on request. We secured an appointment almost immediately that suited us very well. We had a number of queries regarding our financial status that Simon was able to answer for us clearly and in detail. He listened carefully to what we had to say and he was willing to stay as long as was necessary to discuss our situation. We found his visit to be most useful for us. Highly recommended. Thank you Simon.

First impression

by a VouchedFor user

4 months ago

Overall

Please provide a brief comment about your experience with Simon

I spoke with Simon today as I had some queries about how best to invest/decisions regarding house moves and pension. He was very easy to speak with and acknowledged what I was saying whilst offering genuine insights and advice. I would definitely recommend speaking with him should you have a similar query!

First impression

by a VouchedFor user

4 months ago

Overall

Please provide a brief comment about your experience with Simon

Simon has a very pleasant demeanor and personality and we found him excellent to deal with. He was very informative in all areas of the financial services that we were interested in. He guided us on the best way forward. I would have no hesitation in recommending Simon as an advisor. Superb.