Simon's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 1 )
Pensions ( 90 )
Retirement income (annuities, drawdown) ( 59 )
Investments and Savings ( 26 )
Pension Transfers - Non Specialist ( 9 )
Inheritance Planning ( 15 )
Long Term Care ( 2 )
Pension Transfers - Specialist ( 7 )
Financial Planning ( 26 )
Financial Mentoring ( 5 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 15 )
£200k - £500k ( 27 )
£100k - £200k ( 8 )
( 1 )
£50k - 100k ( 3 )
Up to £50k ( 4 )
Review
by a verified client in Kent
10 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Pension planning
How has Simon Wateridge helped you?
Over the years Simon has been really helpful and knowledgeable when reviewing my pension savings
Have you seen the outcome you were hoping for?
Yes
Simon:
Thank you, Dilys, for your kind review. It’s been a pleasure helping you over the years, particularly with reviewing your pensions and ensuring they remain aligned with your plans and objectives. I’m pleased to have been able to provide the ongoing advice and reassurance you need. I’d be keen to understand where I could improve or do more to demonstrate the value I’m adding, so please do feel free to let me know if there are areas where you feel I could offer further support, guidance or assistance. I’m always happy to help and want to ensure you continue to receive the best possible service. Kind regards, SimonReview
by a verified client in Kent
23 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I first spoke to Simon when I was thinking about retiring early.
How has Simon Wateridge helped you?
Simon made sure that I had all my pension savings in the one pot which meant it was much easier to invest. He worked with me through the decision making process and provided all the information I needed to make the decision to retire age 63.
Have you seen the outcome you were hoping for?
Yes. My pension is doing really well.
Simon:
Thank you for the 5* review, Gail - it's really appreciated. I'm very pleased to have helped you retire at age 63, and build you a personalised plan in doing so - which you are clearly reaping the rewards & enjoyment from. Have a great weekend. I look forward to speaking with you again soon. SimonReview
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?
Pension advice and transfer
How has Simon Wateridge helped you?
Reviewed my pension arrangements as a representative of Intelligent Pensions
Have you seen the outcome you were hoping for?
Yes
Simon:
Thank you for the 5* review, Paul - its really appreciated. I'm very happy that you've seen the outcome you were hoping for. It's always a pleasure to meet with you, and I look forward to working with you for many years to come. Kind regards, SimonReview
by a verified client in Sussex
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advise about moving my work pension
How has Simon Wateridge helped you?
Looked after my Pension and advised me to assist me in making the right decisions.
Have you seen the outcome you were hoping for?
Yes, better than expected
Simon:
Thank you for the 5* review, Karen. I really appreciate the recommendations you've made to friends and family over the last 12 months - meeting and assisting more people is something which I'm passionate in doing. You're more than welcome to continue sharing my details. I'm very pleased to have helped you on your journey into retirement, and I look forward to hearing about your plans each year. Kind regards, SimonReview
by a verified client in Derbyshire
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement of previous advisor.
How has Simon Wateridge helped you?
Given comfort in long term financial planning.
Have you seen the outcome you were hoping for?
Yes
Simon:
Thank you for the 5* review, Fiona - it's really appreciated. I'm really pleased to have provided you comfort and peace of mind in your long term financial future - cashflow planning is a great tool to be able to portray this in a visible and user friendly manner. I look forward to speaking again soon. Simon