Simon's reviews
Reviewed for
Insurance and Protection ( 6 )
Mortgages ( 2 )
Pensions ( 176 )
Equity Release ( 1 )
Retirement income (annuities, drawdown) ( 99 )
Auto Enrolment ( 2 )
Investments and Savings ( 122 )
Pension Transfers - Non Specialist ( 35 )
Inheritance Planning ( 38 )
Long Term Care ( 7 )
Pension Transfers - Specialist ( 22 )
Financial Planning ( 55 )
Financial Mentoring ( 13 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 47 )
£200k - £500k ( 28 )
£100k - £200k ( 18 )
£50k - 100k ( 11 )
Up to £50k ( 4 )
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
Review
by a verified client in Berkshire
4 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Consolidation of pensions
How has Simon Moran helped you?
Simon has provides a very professional and personal financial planning service. He has really taken the time to really get to know us, our short and longer term goals plus providing some really helpful financial insights and modelling to support our planning. Simon is always super helpful to answer questions as they crop up and proivide regular and thorough updates which we really value.
Have you seen the outcome you were hoping for?
Yes! The relationship and really built over the years, we now have a strong understanding of working together as economic and personal circumstances change and how we can adapt to get the best outcomes.
Review
by a verified client in Berkshire
21 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help with pensions
How has Simon Moran helped you?
Helped me understand how much to save and when I can retire
Have you seen the outcome you were hoping for?
Yes
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?
After my previous adviser retired (and the immediate replacement proved unacceptable), I was approaching retirement myself and needed an adviser to see me through that process.
How has Simon Moran helped you?
By assessing my risk tolerance and recommending investments to safeguard my income through retirement.
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Difficult for a 'layman' to assess without any comparators.
Review
by a verified client in Surrey
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Help with investments
How has Simon Moran helped you?
Yes
Have you seen the outcome you were hoping for?
Not yet
What could they have done better?
Stock market not Simon
Review
by a verified client in London
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wasn’t confident in my ability to manage my finances myself
How has Simon Moran helped you?
He has advised me on various investments and generally helped me to plan for the future
Have you seen the outcome you were hoping for?
Some investments have not performed as well as we might have hoped but if:when the stock market recovers they might