Simon's reviews
Reviewed for
Insurance and Protection ( 2 )
Pensions ( 8 )
Retirement income (annuities, drawdown) ( 8 )
Auto Enrolment ( 1 )
Investments and Savings ( 7 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 5 )
Pension Transfers - Specialist ( 3 )
Financial Planning ( 6 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 3 )
£50k - 100k ( 1 )
Review
by a verified client in West Midlands
3 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Adviser transfer managing ongoing investments
How has Simon Stanley helped you?
Simon has provided a personal service on understanding any aspect of my future finances
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing - Simon is very responsive and approachable
Review
by a verified client in West Midlands
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
How to best invest redundancy monies
How has Simon Stanley helped you?
Ongoing management of funds and savings
Have you seen the outcome you were hoping for?
Lon term, yes
What could they have done better?
Very little
Review
by a verified client in West Midlands
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Advisor transfer
How has Simon Stanley helped you?
Understanding my pension and risk
Have you seen the outcome you were hoping for?
Yes very pleased with the meeting
What could they have done better?
Nothing
Review
by a verified client in West Midlands
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
For advice on finances
How has Simon Stanley helped you?
Helped me with planning my finances for the future not yet ,due to the budget
Have you seen the outcome you were hoping for?
As above
What could they have done better?
Nothing really it’s ongoing
Review
by a verified client in West Midlands
7 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Wealth Management took over from our previous Financial company.
How has Simon Stanley helped you?
He has kept us up to date with how our investments have performed during the last 12 months and been informative as to why there has been fluctuation in the performance.
Have you seen the outcome you were hoping for?
Yes we have seen a return on our investments in the last 12 months.
What could they have done better?
Currently we are very happy and we feel that since Simon has been our financial advisor and we have met him in person on a couple of occasions rather than just a name or a voice on a telephone (as we had experienced with our previous advisor) we feel confident that our investments are in safe hands.