Simon's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 18 )
Retirement income (annuities, drawdown) ( 12 )
Investments and Savings ( 29 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 16 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 25 )
Financial Mentoring ( 3 )
Reviewers' assets
£500k+ ( 9 )
£200k - £500k ( 6 )
( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
The previous one had proved unsatisfactory and I needed to review my situation and invest ethically
How has Simon Treadaway helped you?
He has listened carefully, talked me though various options and helped me work out the level of risk I as prepared to accept, understood how I wanted to make sure all my investments were ethical and restructured and simplified my portfolio accordingly. He kept me informed and updated at every stage.
Have you seen the outcome you were hoping for?
yes
What could they have done better?
I'm not aware of how the process could have been improved.
Simon:
Thanks for your 5 Star review Sarah, I'm pleased to hear that you have seen the outcomes you were hoping for.Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Because our original financial advisor had embezzled some of our money
How has Simon Treadaway helped you?
With savings,pension, inheritance tax, probate, advising, selling of stocks and shares and much more.
Have you seen the outcome you were hoping for?
Not always as stocks and shares can go up and down in a volatile market
What could they have done better?
Nothing
Simon:
Thanks for your positive feedback, it is much appreciated.Review
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advice on the possibility of taking early retirement.
How has Simon Treadaway helped you?
See the above.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Do not think there is anything that could have been done better.
Simon:
Great to hear such positive feedback, thank you.Review
by a verified client in Hampshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Investing for my future
How has Simon Treadaway helped you?
Yes in growing my portfolio
Have you seen the outcome you were hoping for?
Yes have been happy with the return
Simon:
Thanks for taking the time to leave your reviewReview
by a verified client in Kent
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Previous adviser retired and Simon was recommended
How has Simon Treadaway helped you?
Advice on my pension planning
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
An excellent and attentive adviser
Simon:
Thanks for your positive feedback, much appreciated