Simon's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 15 )
Retirement income (annuities, drawdown) ( 13 )
Investments and Savings ( 14 )
Pension Transfers - Non Specialist ( 3 )
Inheritance Planning ( 9 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 10 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 1 )
( 1 )
Review
by a verified client in Cheshire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I needed to plan for retirement with pensions, investments and inheritance tax advice
How has Simon Hardstaff helped you?
Simon very clearly explained all the available options and having understood my attitude to investment risk and financial planning he gave bespoke advice on the best course of action going forwards.
Have you seen the outcome you were hoping for?
Yes, 100%. I am delighted with the outcome and I feel confident that Simon and his team are monitoring the performance of my investments on a regular basis and will notify me of any suggested changes according to market performance.
What could they have done better?
I am satisfied with all aspects of Simon's advice. He listens well and explains very clearly in terms that are easily understood, the numerous possible strategies for overall financial management of my assets, and always seeks agreement before actioning any proposed changes.
Simon:
Thank you for such a detailed and thoughtful review. I’m really pleased to hear that you’re satisfied with all aspects of the advice and support you’ve received. It’s great to know that our discussions around retirement planning, pensions, investments, and inheritance matters have given you both clarity and confidence. I always aim to ensure that each recommendation is fully explained and agreed upon, so I’m glad that approach has helped you feel informed and involved throughout the process. I’m also pleased you feel comfortable discussing not only financial matters but more personal challenges too. Building trust and offering support across all areas of life is something I value highly in my client relationships. Your confidence in the ongoing monitoring of your investments and your kind comments about the clarity of our communication mean a great deal. Thank you for your advocacy and for recommending me to others — it’s genuinely appreciated. I look forward to continuing our work together.Review
by a verified client in Leicestershire
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wanted good quality advice
How has Simon Hardstaff helped you?
Simon has sorted out financial planning for grandchildren and our daughters.
Have you seen the outcome you were hoping for?
Yes, what he advised was done .
What could they have done better?
Nothing, everything was as he stated
Simon:
Thank you so much for taking the time to leave this thoughtful review. It’s genuinely appreciated, and I’m pleased to hear that your experience has been such a positive one. I’m glad the advice around financial planning for your daughters and grandchildren has met your expectations, and it’s reassuring to know you feel completely confident that everything has been done as advised. Knowing that our regular conversations throughout the year help you feel informed and on track is exactly the kind of relationship I aim to build with each client. Your trust in my guidance, particularly across areas such as pensions, retirement income, inheritance planning and wider financial planning, means a great deal. I'm especially grateful for your kind words about the clarity of our communication and your willingness to recommend me to others. Thanks again for your support – it’s a privilege to work with you.Review
by a verified client in Merseyside
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to plan my future
How has Simon Hardstaff helped you?
Gave great advice and explained all my options
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Simon:
Thank you for taking the time to share your feedback. It’s great to hear that you’ve found our advice helpful and that the guidance provided has given you a clear understanding of your options for planning your future. I’m especially pleased that you feel confident in the advice you’ve received and that my correspondence has been clear and easy to understand. Ensuring clients feel well-informed and secure in their financial decisions is always my priority. It’s also fantastic to know that you would be a strong advocate for my services—helping clients achieve their financial goals with confidence is what I strive for. If there’s anything more I can do to support you, whether in our regular discussions or in helping your family plan for their financial future, please don’t hesitate to reach out. Thank you again for your trust and recommendation. I look forward to continuing to work with you. Best regards, Simon HardstaffReview
by a verified client in Cheshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had previously used a large high street bank and their financial advisory service but this was too passive for my needs and approached Simon to take on my investment portfolio.
How has Simon Hardstaff helped you?
Providing a more proactive and holistic approach. Not just investments but also other financial planning considerations
Have you seen the outcome you were hoping for?
Ever changing world but overall yes I feel in a much better place than previously.
What could they have done better?
While I feel Simon is proactive, there is always room to improve.
Simon:
Thank you for your review and for sharing your experience. I’m really pleased to hear that you feel confident in the progress we’ve made together and that my advice has supported you in key areas such as pensions, investments, and retirement income. It’s great to know that our regular conversations help keep you on track and that you find my correspondence clear and informative. I always aim to provide advice that is tailored to your needs, ensuring you have a solid understanding of your financial position and the options available to you. I appreciate that you would consider recommending my services to others who may benefit from financial advice—helping clients feel secure in their financial future is always my priority. Please don’t hesitate to reach out if you ever have any questions or if there’s anything further I can do to support you. Best regards, SimonReview
by a verified client in Cheshire
3 months ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
I was taking Voluntary Early Retirement and looking for the best option with regard to my Defined Benefit Pension and redundancy.
How has Simon Hardstaff helped you?
Simon helped with the initial decision around my options with regard to my pension and redundancy. He has also worked with me and my husband in helping us to get the best outcomes, taking into account both of our pensions.
Have you seen the outcome you were hoping for?
I am comfortable with the advice provided to date, and that we are looking at options on an ongoing basis as regulations and our own circumstances change.
What could they have done better?
Nothing specific.
Simon:
Thank you for taking the time to leave such a thoughtful review. It’s great to hear that you felt supported throughout the process of taking early retirement and navigating your pension and redundancy options. These are significant decisions, and I’m pleased that you and your husband have found the advice helpful in working towards the best financial outcomes. It's reassuring to know that you feel comfortable with the ongoing advice and that we are able to adapt your financial planning as regulations and your circumstances evolve. Maintaining a long-term approach ensures that your plans remain aligned with your goals. I appreciate your confidence in the advice provided and your kind words about the service. If you ever have any questions between our annual meetings, please don’t hesitate to reach out. I look forward to continuing to support you both in the years ahead. Best regards, Simon Hardstaff