Simon's reviews
Reviewed for
Pensions ( 60 )
Retirement income (annuities, drawdown) ( 49 )
Auto Enrolment ( 1 )
Investments and Savings ( 24 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 12 )
Long Term Care ( 6 )
Pension Transfers - Specialist ( 17 )
Financial Planning ( 26 )
Financial Mentoring ( 7 )
Financial Coaching ( 3 )
Reviewers' assets
£500k+ ( 19 )
£200k - £500k ( 11 )
£100k - £200k ( 6 )
£50k - 100k ( 1 )
Up to £50k ( 4 )
Repeat review
by a verified client in Bridgend
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Simon Trainor helped you since your last review?
He provides excellent service and information!
Repeat review
by a verified client in Newport
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Simon Trainor helped you since your last review?
Over the last few years due to an accident in work I have accessed my pension several times, (the last time being May this year ) Its an easy process, I contact Simon he does all the prep, reviews the effects this will have on my long term goals gives advice & actions the withdrawal. I also get regular market updates from him & he checks several times a year to see if my target dates for my retirement have changed ! .
Repeat review
by a verified client in Neath Port Talbot
10 months ago
Overall
Advice
Value
Service
This review is a follow-up review from a client who left a review previously.
How has Simon Trainor helped you since your last review?
Ive only contacted Simon once since my last review because I haven’t needed any help. On that occasion he was very prompt in response and helpful.
Repeat review
by a verified client in Rhondda Cynon Taff
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Simon Trainor helped you since your last review?
I haven’t had any help since
Repeat review
by a verified client in Oxfordshire
10 months ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Simon Trainor helped you since your last review?
Simon is always on hand to advise and act upon any questions, actions I require from my pension account.