Simon's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 22 )
Retirement income (annuities, drawdown) ( 17 )
Investments and Savings ( 21 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 14 )
Long Term Care ( 1 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 15 )
Financial Mentoring ( 4 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 16 )
£200k - £500k ( 1 )
( 1 )
Review
by a verified client in Manchester
9 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Simon advises as part of Employer pension scheme
How has Simon Hardstaff helped you?
Advice on levels of contribution and risk allocations
Have you seen the outcome you were hoping for?
Yes to date
What could they have done better?
Nothing comes to mind
Simon:
Thank you for taking the time to leave this review. I'm pleased the advice on your pension contributions and risk profile has been useful, and that you're feeling confident about your progress so far. It's also good to know our meetings and communications have been clear and helpful. Supporting clients through workplace schemes is a key part of what we do, so I’m glad it’s made a difference. Thank you again for your feedback — it’s much appreciated.Review
by a verified client in Wrexham
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Simon was recommended to us by our retiring independent financial adviser.
How has Simon Hardstaff helped you?
Simon has regularly reviewed our finances, advising about investment and ensuring risk is in line with our expectations.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
We are entirely happy.
Simon:
Thank you so much for your kind feedback. I'm really glad to hear that you've been happy with the support and advice I’ve provided. Helping you feel confident about your financial plans and keeping everything in line with your goals is always my priority. It means a great deal to know that you’d feel comfortable recommending me – I truly appreciate your trust.Repeat review
by a verified client in Cheshire
a month 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?
Simon has kept our investments on track to reach their goals.
Simon:
Thank you for your review. I’m really glad to hear you feel things are on track and that our regular catch-ups continue to support your goals. It means a lot that you’ve recommended me to others, and I’ll keep doing all I can to make sure you feel supported and informed.Repeat review
by a verified client in Gloucestershire
a month 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?
We resolved how to deal with inheritance tax.
Simon:
Thank you for your review. I’m pleased we were able to address your inheritance tax planning and that you feel confident in the progress made. It’s good to know you’ve found our communication clear and responsive throughout. I appreciate your trust and look forward to continuing to support you and your family with your financial plans.Repeat review
by a verified client in Cheshire
a month 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?
Simon has given me a sense of security and financial well-being.
Simon:
Thank you for taking the time to leave such a positive review. I'm really pleased to know that the advice and support you've received have given you a strong sense of financial security. It's great to hear that you're confident about staying on track with your goals, and that our regular conversations and correspondence continue to be helpful and clear. I appreciate your ongoing trust and look forward to supporting you through the next stages of your financial journey.