Simon Warne

What were the circumstances that caused you to initially look for an adviser?

My accountant recommended I speak to one to make the surplus of money I had coming in from my business work better for me and achieve some goals I had already discussed with my accountant.

How has Simon Warne helped you?

Simon has already put a plan in place that in theory will help me reach my goals. He hasn't just forced me into pensions. He listened to the, quite unique, financial goals I have that stem from my goals in life and lifestyle. Simon has put a plan in place, demonstrated it and explained it in a way that I could easily understand. He's moved my existing pension over into one with less fee's and has actioned some ISA movements for me.

Have you seen the outcome you were hoping for?

Its still early days but I feel comfortable and confident with what we have done.

What were the circumstances that caused you to initially look for an adviser?

Looking to retire and needed expert advice

How has Simon Warne helped you?

Full analysis carried out and a plan prepared to show our financials going forward into retirement

Have you seen the outcome you were hoping for?

I have retired. So very much so

What could they have done better?

Service was exceptional very timely and thorough

What were the circumstances that caused you to initially look for an adviser?

Looking to retire in the next 2 years

How has Simon Warne helped you?

Gave excellent forward planning advice, Sorted our pensions into a mor profitable portfolio and helped with ISAs we have

Have you seen the outcome you were hoping for?

Yes. My wife has now finished work and I’m hoping to at the end of next year

What were the circumstances that caused you to initially look for an adviser?

Prior to and during being made redundant I needed to get my Finances/Pensions in order for the future.

How has Simon Warne helped you?

Simon has been excellent in providing the required Financial Advice I needed, he is clear in his advice and took the time to explain the options available. Once we had agreed the way forward he provided the professionalism I needed, setting up a new Pension Scheme, enableing me to get the financial foundation I was looking for for the future.

Have you seen the outcome you were hoping for?

Simon has provided me with a more than I expected. Highly recommended.

What could they have done better?

I don't think he could have done any more.

What were the circumstances that caused you to initially look for an adviser?

We needed advice on retirement income, pensions and investments.

How has Simon Warne helped you?

Detailed planning of our finances drawing together multiple pensions and advising on investments.

Have you seen the outcome you were hoping for?

It's early days but the service we have received has been exceptional.

What could they have done better?

Nothing.