Simon's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 30 )
Retirement income (annuities, drawdown) ( 24 )
Investments and Savings ( 28 )
Pension Transfers - Non Specialist ( 5 )
Inheritance Planning ( 18 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 18 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 22 )
£200k - £500k ( 2 )
£100k - £200k ( 1 )
( 1 )
Review
by a verified client in Devon
6 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice
How has Simon Hardstaff helped you?
Regular advice and guidance over the long term
Have you seen the outcome you were hoping for?
So far
What could they have done better?
Nothing - Simon and the team are very efficient
Review
by a verified client in Leicestershire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Following sale of business property a large sum of money was acquired by me and advice was required.
How has Simon Hardstaff helped you?
He mapped out options and tax implications. A plan was developed and carried out.
Have you seen the outcome you were hoping for?
The outcome of distribution and investments have matched the plan. I can only say top marks for achieving plan.
What could they have done better?
Nothing
Simon:
Thank you for sharing your experience. It’s particularly pleasing to hear that you felt confident in the advice provided and the way your options and tax position were clearly set out. I also appreciate your comments regarding clear communication and the balance of ongoing contact, as these are important in ensuring you remain informed and comfortable with your financial decisions. I appreciate your trust and your willingness to recommend my services to others.Review
by a verified client in Cumberland
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed a professional who looked after me personally
How has Simon Hardstaff helped you?
Given excellent advice and always been available when needed
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing really always been quite happy
Simon:
Thank you for taking the time to share your review. I am delighted to hear that you feel personally supported and have been happy with the advice provided. Being accessible and offering guidance you can rely on is something I place great importance on. It is also very encouraging to know you have achieved the outcomes you were hoping for and feel confident in your plans. Thank you again for your trust, and I look forward to continuing to work with you.Review
by a verified client in Lancashire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Approaching retirement and realised I needed specialist help in planning for my future
How has Simon Hardstaff helped you?
In a variety of ways - confirming some previously held opinions an also pointing out options and ways forward that I was not aware of or had overlooked
Have you seen the outcome you were hoping for?
Yes - very much so
What could they have done better?
Nothing immediately springs to mind
Simon:
Thank you for taking the time to leave such thoughtful feedback. I am pleased to hear that, as you approached retirement, our discussions helped both to confirm your existing views and highlight additional options you may not have previously considered. That clarity is an important part of building confidence in your financial plans. Thank you again for your trust. I look forward to continuing to support you as your plans progress.Repeat review
by a verified client in Leicestershire
2 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Simon Hardstaff helped you since your last review?
Helping to provide for grandchildren
Simon:
Thank you for taking the time to leave a review. I’m very pleased to hear that you feel confident in your financial plan and that everything remains on track. I’m also glad that you find the communication clear and easy to follow, as keeping things straightforward is a key priority. Thank you again for your continued trust, and I look forward to supporting you in the future.