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 )
Review
by a verified client in Antrim
5 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To consolidate my pensions
How has Simon Moore helped you?
Simon has effectively and efficiently consolidated all my pensions. Given very helpful advice. Is always at the end of the phone should one need a bit of quick advice Outstanding service
Have you seen the outcome you were hoping for?
Absolutely
What could they have done better?
Don't think could do any better Excellent service
Review
by a verified client in Berkshire
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Review
How has Simon Moore helped you?
Absolutely outstanding
Have you seen the outcome you were hoping for?
Completely satisfied
What could they have done better?
Nothing he is outstanding
First impression
by a VouchedFor user
2 months ago
Overall
Please provide a brief comment about your experience with Simon
Arrived with a warm,professional greeting.Simon gave me very clear options on my pensions. Simon listened to what would work for me in the long term and gave a very clear view of my pension portfolio. Many thanks Simon so good to have face to face chats.
Review
by a verified client in Down
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We needed to check our financial affairs were suitable and working for us with an appropriate plan tailored to us.
How has Simon Moore helped you?
By simplifying our financial position, reducing our tax and providing clarity and direction for the future.
Have you seen the outcome you were hoping for?
Yes, performance has exceeded expectations and we are paying far less tax. We have peace of mind that we are well looked after and have clarity on our future financial position.
What could they have done better?
Nothing - great service and Simon has a great understanding of what we need.
Review
by a verified client in Antrim
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pru pesioner plans.
How has Simon Moore helped you?
Many ways with advice on pensions and savings,Make your money work for you.
Have you seen the outcome you were hoping for?
Yes pesions and savings growing.
What could they have done better?
I dont think they could have.