Reviewed for

Insurance and Protection ( 36 )

Mortgages ( 64 )

Pensions ( 77 )

Equity Release ( 13 )

Retirement income (annuities, drawdown) ( 29 )

Investments and Savings ( 84 )

Pension Transfers - Non Specialist ( 8 )

Inheritance Planning ( 8 )

Long Term Care ( 4 )

Pension Transfers - Specialist ( 6 )

Financial Planning ( 24 )

Financial Mentoring ( 1 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 10 )

£200k - £500k ( 19 )

£100k - £200k ( 11 )

( 1 )

Up to £50k ( 32 )

£50k - 100k ( 14 )

Client reviews

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Somerset

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

I had a pension lump sum to invest

How has Simon Cutler helped you?

Simon conducted a very thorough assessment of my needs and my attitude to risk and talked me through all the options available to me.

Have you seen the outcome you were hoping for?

Yes so far they have exceeded my expectations

What could they have done better?

Nothing!

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Retirement

How has Simon Cutler helped you?

Financial investment and risk management

Have you seen the outcome you were hoping for?

All on target

Review from verified client

May, 2024

Overall

Advice

Service

Value

Based in Somerset

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

I wanted to get advice to ensure my future going in to retirement would be financially secure. I had a sum of money to transfer into a fund and wanted advice as to the best options for me, not a generic option.

How has Simon Cutler helped you?

Simon has personalised the experience for me, getting to know me and my financial requirements, now and in the future. Making me think about what I need, want and desire as well as the requirements of my wife for the near and far future.

Have you seen the outcome you were hoping for?

Yes, steady performance in line with my choices and needs, also advice received to help me understand the results of my decisions. Readily given and received to enable me to make sound choices for my future.

What could they have done better?

Nothing, I generally wish I had engaged with Simon and the team earlier in my career, as opposed to when I did.

First impression from a user who is not yet a client

May, 2024

Overall

Please provide a brief comment about your experience with Simon

Telephoned early next day, Listened, we had a good conversation and Simon felt he was not the right person to advise on the issue.

Review from verified client

March, 2024

Overall

Advice

Service

Value

Based in Somerset

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

When I reached the age of 75 I had to make the decision on what to do with my three small private pension pots.

How has Simon Cutler helped you?

Simon listened to what I needed to do and asked me whether I was looking for a regular income or to invest my pension pots in the hope their value would increase, but also pointed out that the value of investments could also fall. He gave me very informed illustrations of the benefits of a regular income, via an annuity, and the benefits of investment, with the option of taking a 25% tax free lump sum. When I told him I preferred to invest the money he asked lots of questions to determine my level of risk perception. Having determined this he illustrated his advice, stressing that he would not personally be recommending an investment portfolio but, with my permission, would be handing this to a specialist firm. I readily agreed to this and have been very kept well informed on the performance of the investments. I would add that every meeting I’ve had with Simon has been in a warm, friendly, professional manner.

Have you seen the outcome you were hoping for?

Yes. I took my 25% tax free lump sum and in the two years since the monies were invested I’ve seen very good growth.

What could they have done better?

Nothing.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Somerset

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

To better understand our finances

How has Simon Cutler helped you?

Sound advise that was explained throughout the process, this has resulted in me having more confidence in our future financial situation

Have you seen the outcome you were hoping for?

Yes

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Known Simon for 30+ years

How has Simon Cutler helped you?

Providing sound advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nil

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Consolidating pensions

How has Simon Cutler helped you?

Yes very much

Have you seen the outcome you were hoping for?

So far good in tough economic conditions

What could they have done better?

So far all good

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Herefordshire

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

I have been a client for many years. Initially I needed advice for my long term future and Simon was recommended to me.

How has Simon Cutler helped you?

He explains the ups and downs of the market through regular meetings and emails, and has more than once recommended changes to my holdings to improve my future wellbeing or returns.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I have always been happy with what Simon has done.

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Somerset

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

my old advisor had retired, so I needed a new one

How has Simon Cutler helped you?

Simon has rearranged my transact portfolio so that it works better, sorted out a more affordable home insurance. He is very good at explaining things in a way that you can understand, my partner who isn't very good in understanding financial things can understand and now make informed decisions.

Have you seen the outcome you were hoping for?

Yes Simon has rearrange my finances to make them work them better. and they are

What could they have done better?

I don't know, as I believe I'm getting the best help

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Devon

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

I inherited some property

How has Simon Cutler helped you?

He has literally changed my life! Through Simon I discovered I could retire early. This enabled me to nurse and spend valuable time with my terminally ill husband and to have no money worries. Peace of mind is so important.

Have you seen the outcome you were hoping for?

Yes and much more!

What could they have done better?

He could not have done anything better

Review from verified client

February, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Pension transfer

How has Simon Cutler helped you?

Simon explained in layman’s terms what needed to be done and offered advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Somerset

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

The disappointing performance of a previous advisory.

How has Simon Cutler helped you?

By giving positive financial advice.

Have you seen the outcome you were hoping for?

It’s early days as we have only been with him for 4 months, but so far so good.

What could they have done better?

To date everything is satisfactory.

Simon's reply

Many thanks for the kind feedback and I look forward to seeing you again soon. Simon

Review from verified client

January, 2024

Overall

Advice

Service

Value

Based in Somerset

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

Unhappy with present pension plan and their advisors. Needed to access part of it.

How has Simon Cutler helped you?

He was compassionate and sincere and his advice was invaluable! Such a nice chap!

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing

Simon's reply

Hi Helen Many thanks for your kind comments and best wishes for 2024. Catch up soon, Simon.

First impression from a user who is not yet a client

October, 2023

Overall

Please provide a brief comment about your experience with Simon

Explained everything. Answered our questions clearly in a way we could understand

Simon's reply

Hi Paul Many thanks for your kind feedback and we look forward to working with you in the future. Kind regards, Simon

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Sorting a SSIP

How has Simon Cutler helped you?

Easy to understand advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Has some investments which previous advisors neglected. Also several annuities

How has Simon Cutler helped you?

Has sorted my investments and added numerous annuities into a SIPP

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

September, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Needing to plan for retirement

How has Simon Cutler helped you?

Sound advice and planning

Have you seen the outcome you were hoping for?

Yes

Simon's reply

Hi Paul Many thanks for the kind feedback and I look forward to catching up soon. All the best, Simon

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Somerset

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

i needed to consolidate and better manage my finances

How has Simon Cutler helped you?

Simon's Team managed the entire process and assisted in all stages of the process explaining all the nuances and details so i could make informed choices

Have you seen the outcome you were hoping for?

Yes - I have a clearer picture, a better management and control of my financial future

What could they have done better?

Better Coffee??

Simon's reply

Hi Steve Many thanks for your kind feedback and we look forward to seeing you again in the future. Kind regards, Simon

Review from verified client

August, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Early retirement.

How has Simon Cutler helped you?

Simon has been very helpful and I feel very confident about my financial future with him as my adviser. I can't recommend him highly enough. I feel I have a friend looking out for me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

I can't think of anything he could have done better.

Simon's reply

Hi Roger Thanks for you amazing and kind feedback -much appreciated and good to know you are so happy with our service. Catch up soon. Kind regards, Simon

First impression from a user who is not yet a client

August, 2023

Overall

Please provide a brief comment about your experience with Simon

Excellent communication thus far

Simon's reply

Hi David Many thanks for your kind feedback and I while I know we have not yet had the opportunity to discuss your goals and our fees/services in detail, I hope that we may be able to do so at some point. Best wishes, Simon

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Devon

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

Early retirement from work.

How has Simon Cutler helped you?

He’s really helped us to make the most of our savings and helped us make sure we managed our money for our retirement. Fantastic.

Have you seen the outcome you were hoping for?

Yes much better than we expected.

What could they have done better?

Nothing at all.

Simon's reply

Hi Phil Many thanks for your kind feedback. I look forward to seeing you and Mandy both again soon. Kind regards Simon

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Having reached the age where I compulsorily had to take my private pensions I needed advice on the best way to proceed - investing/drawing down/converting to annuity.

How has Simon Cutler helped you?

Simon made me feel very at ease and asked many relevant questions to enable him to know more about me and to ascertain my thoughts on what I may wish to do with my pensions - i.e. to invest in order to, hopefully, increase the capital or to invest to provide an income, and to determine my thinking on risk, before outlining the best option(s) available to me.

Have you seen the outcome you were hoping for?

Definitely. In spite of the significant downturn in the economy my ‘pot’ has increased.

What could they have done better?

Nothing I can think of.

Simon's reply

Hi Jennie Thanks you so much for this lovely feedback. It is really appreciated. Catch up soon. Simon

Repeat review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Herefordshire

This review is a follow-up review from a client who left a review previously.

How has Simon Cutler helped you since your last review?

Simon continues to update me about issues affecting my savings and investments, and the impact of recent and current global challenges. My most recent review was useful and I am happy that Simon is looking after my interests well and at a competitive price.

Simon's reply

Hi Bryan Many thanks for the kind feedback. Simon

Repeat review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Somerset

This review is a follow-up review from a client who left a review previously.

How has Simon Cutler helped you since your last review?

Helped with updating Insurance covers.

Simon's reply

Hi Avril Many thanks for your kind comments. Much appreciated. Simon

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Somerset

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

In February 2022 I was seeking to invest capital I had in a bank account which was providing a poor rate of return.

How has Simon Cutler helped you?

He was able to provide investment options that met my risk appetite and over the medium to long term based on past performance should meet my expectations while allowing me to monitor performance at will.

Have you seen the outcome you were hoping for?

Given the volatility of the markets over the last year I am satisfied with the investment performance

What could they have done better?

Nothing

Simon's reply

Hi Chris Many thanks for the kind feedback and I look forward to seeing you again soon. Kind regards Simon

Repeat review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Somerset

This review is a follow-up review from a client who left a review previously.

How has Simon Cutler helped you since your last review?

Secured an extension on our mortgage for home improvements

Simon's reply

Hi Amanda Many thanks for your kind words. Catch up soon. Simon

Review from verified client

April, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Redundancy from employment with a lump sum of money

How has Simon Cutler helped you?

Advised me that I could invest my money whilst having accessibility to it if required.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

All good. No surprises and reliable monitoring of the financial situration

Simon's reply

Hi Jackie Many thanks for your kind and generous feedback. We look forward to continuing to advise you for many years to come. Kind regards Simon

Repeat review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Somerset

This review is a follow-up review from a client who left a review previously.

How has Simon Cutler helped you since your last review?

Simon has continued to be available whenever needed - even at short notice - and his up to date financial knowledge & considered advice is always excellent.

Simon's reply

Thanks for the kind feedback Dave, and I look forward to our next review meeting in February. Kind regards, Simon

Repeat review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Somerset

This review is a follow-up review from a client who left a review previously.

How has Simon Cutler helped you since your last review?

Simon is still doing what he does best providing me with an excellent service. Simon on advise has always been in my best interest and he would not advise me to do anything that would not work for me. Simon gives me extraordinary support through the many years. At our meetings we go through my portfolio where Simon explains every page in detail keeping me updated and making sure I understand. I alway come away with the assurance that my investments are in excellent hands which are working for me so I have no worries about any further investments with Simon in the future. He must be the number one Financial Adviser in my eyes and would recommend him to anyone regardless where they live. Simon takes time to listen and answer any questions you may have. I feel I know a lot more about investments than I ever did and that is all down to Simon so thank you Simon for all your advice and help over so many years of being with you at Blackdown Financial in Taunton.

Simon's reply

Thank you so much for the kind feedback Jan. Pleased to hear we are providing the first class level of service expected. Simon

Review from verified client

January, 2023

Overall

Advice

Service

Value

Based in Somerset

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

Looking to cash in one of my pensions.

How has Simon Cutler helped you?

Simon went through all my pensions and my finances. He advice me only to release 25% of one of my pensions. He basically said I would be comfortable when I retire if I did that.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Simon's reply

Hi Elaine Many thanks for the very kind feedback. Much appreciated. We look forward to looking after your finances for many years to come. Kind regards Simon

First impression from a user who is not yet a client

December, 2022

Overall

Please provide a brief comment about your experience with Simon

I met with Simon to discuss my pension arrangements. Having reviewed my situation he was able to advise me the best course of action for me. Based on my experience I would have no hesitation recommending Simon's expertise.

Simon's reply

Many thanks for the kind feedback and we look forward to being of more assistance in the future. Kind regards and Happy New Year. Simon

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Recommended by friend when I had my own business

How has Simon Cutler helped you?

Offered friendly impartial professional guidance

Have you seen the outcome you were hoping for?

Yes constantly

What could they have done better?

Nothing

Simon's reply

Thanks for the kind feedback John. Merry Christmas and happy New Year. Simon

Review from verified client

December, 2022

Overall

Advice

Service

Value

Based in Somerset

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

To further drawdown equity from my home

How has Simon Cutler helped you?

He researched the best deal for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Simon's reply

Dear Myra Many thanks for your kind feedback and it was a pleasure helping. Happy New Year, Simon

First impression from a user who is not yet a client

August, 2022

Overall

Please provide a brief comment about your experience with Simon

Simon is at all times highly professional and gives honest, trustworthy advice. There is no hard sell and Simon will ensure that you have all the fact based information and time that you require to make any decisions. I have no hesitation in recommending his services.

Simon's reply

Hi Ian Thanks so much for your kind feedback. Much appreciated. Simon

First impression from a user who is not yet a client

August, 2022

Overall

Please provide a brief comment about your experience with Simon

Had an initial meeting with Simon to discuss my pension options and overall I was very impressed with Simon's depth of knowledge and open approach in regards to the costs I will incur working with Simon and his team. I am pleased to confirm that Simon is now looking after my pension.

Simon's reply

Hi Andrew Many thanks for the kind feedback and we look forward to helping you going forward. Kind regards, Simon

Review from verified client

July, 2022

Overall

Advice

Service

Value

Based in Somerset

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

I had a private work pension and wanted to get a better return, plus I wanted my ISA and savings accounts to be looked at

How has Simon Cutler helped you?

increasing my penison pot, suggesting a tax free ISA rather than my cash isa, suggesting paying off more of my mortage whe I am able to release some more money

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing as far as I am aware

Simon's reply

Thanks for your kind feedback Helen. Much appreciated and I look forward to seeing you again soon. Simon

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Planning for retirement

How has Simon Cutler helped you?

Given sound advice during a turbulent period, ensuring the data spoke for itself and performance was inline with risk level.

Have you seen the outcome you were hoping for?

Most definitely, first year performance was really great and this and next year will be tough due to the global economy but fits with the 5 year plan.

What could they have done better?

For me nothing, it has been a great experience over the last 2 year, with honest appraisals and sound advice backed by data.

Simon's reply

Hi Chris. Many thanks for your kind feedback and we look forward to advising you for many years to come. Simon

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Somerset

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

I had funds to invest and am reaching an age where pension planning is becoming important.

How has Simon Cutler helped you?

Clear and concise advice on the best investment vehicles and tax savings

Have you seen the outcome you were hoping for?

It is still too early to be certain, but very happy with where we are now

What could they have done better?

Nothing

Simon's reply

Hi Paul Many thanks for your kind feedback and we look forward to advising you for many years to come. Simon

Review from verified client

June, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Needed advice investing in a SIPP

How has Simon Cutler helped you?

Provided straightforward and easy to understand explanations of options available.

Have you seen the outcome you were hoping for?

Yes! Have already seen an increase in value in a short period of time. Let's hope this can continue

Simon's reply

Thanks for the kind feedback Miles - much appreciated. Catch up soon. Simon

Review from verified client

May, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Retired, pension advise on how to set up

How has Simon Cutler helped you?

Set up pensions into one pot and advised on how to best invest

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure, advise I think was honest and sound

Simon's reply

Hi Ian Many thanks for your kind comments and I look forward to seeing you soon. Simon

First impression from a user who is not yet a client

April, 2022

Overall

Please provide a brief comment about your experience with Simon

Made to feel very welcome, meeting was clear straightforward and explained clearly..

Simon's reply

Many thanks for your kind feedback and I look forward to helping you moving forward. Simon

Repeat review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Devon

This review is a follow-up review from a client who left a review previously.

How has Simon Cutler helped you since your last review?

By keeping our investments in the best place for us.

Simon's reply

Many thank for the kind feedback Phil. Much appreciated. Simon

Repeat review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Somerset

This review is a follow-up review from a client who left a review previously.

How has Simon Cutler helped you since your last review?

Has kept me up to date with the ongoing business of investments.

Simon's reply

Thanks for the feedback Avril and always pleased to help. Simon

Repeat review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Herefordshire

This review is a follow-up review from a client who left a review previously.

How has Simon Cutler helped you since your last review?

My last review occurred very recently and I waited for it before responded to this assessment. Simon has listened to the way my needs have changed over the last 12 months and made suggestions for me to ponder to help my long-term financial wellbeing. I am very happy that he listened properly and has made sensible suggestions in response.

Simon's reply

Hi Bryan Good to catch up with you recently and many thanks for your kind feedback. Simon

Repeat review from verified client

April, 2022

Overall

Advice

Service

Value

Based in Somerset

This review is a follow-up review from a client who left a review previously.

How has Simon Cutler helped you since your last review?

Yes

Simon's reply

Thanks for the feedback Amanda and I hope both you and Martin are well. Kind regards, Simon

First impression from a user who is not yet a client

January, 2022

Overall

Please provide a brief comment about your experience with Simon

Simon answered all the questions I had about the investment management services he was offering in a straight forward manner and understood what I was looking for. Importantly, he was able to show me unprompted that he personaly and the firm generaly has the depth of experience and expertese to provide the service I require.

Simon's reply

Many thanks for your kind feedback and we look forward to helping you going forward. Simon

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Originally for mortgage advice

How has Simon Cutler helped you?

Simon has given us advice on our mortgage for the last 11 years He has then guided me to invest money that I inherited

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing!

Simon's reply

Hi Kerry Many thanks for the kind feedback - much appreciated. Kind regards, Simon

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Somerset

This review is a follow-up review from a client who left a review previously.

How has Simon Cutler helped you since your last review?

Allowed us to have a decent income in retirement without eroding our pension fund very much

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Somerset

This review is a follow-up review from a client who left a review previously.

How has Simon Cutler helped you since your last review?

He has continued to advise me on all my pension & mortgage related matters with sound and considered options. Always 100% professional, organised and concise.

Simon's reply

Many thanks for the kind feedback David, and we look forward to continuing a great working relationship for many years to come. Simon

Repeat review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Somerset

This review is a follow-up review from a client who left a review previously.

How has Simon Cutler helped you since your last review?

Simon Cutler has always kept me updated either from working at home or in the office. If there is a 10 star railing then this would we awarded to Simon Cutler. I have gained knowledge in what is happening with my finances through Simon explaining In detail everything in the Portfolio. Do I think he is a good financial Advisor? No I think he is more than good he is excellent in what he does. I would recommend him to anyone out there looking to invest plus he covers many other things so it is worth giving him a call. First class services and a credit to the company at Blackdown Finacial and I would like to add everyone and I mean everyone has been always helpful and very professional a wonderful company. Would not look any further than the Blackdown Financial Company a great team. More like family.

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Had savings i wanted to do more with. Wanted expert advice.

How has Simon Cutler helped you?

Asked me to describe my attitude towards risk, investments etc. Based on that he talked me through a possible way forward, which I took up. Have had annual reviews.

Have you seen the outcome you were hoping for?

To a degree, some years are better than others. I realise that investing long term tends to increase probability of better rewards.

Simon's reply

Hi Philip. Many thanks for your feedback and I look forward to seeing you again at our next annual meeting. Kind regards, Simon

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Post divorce investment of pension sharing order granted

How has Simon Cutler helped you?

Guidance/advice that best suits my current needs/requirements

Have you seen the outcome you were hoping for?

Yes so far thank you

What could they have done better?

The meeting was positive and helpful,insightful and informative in conducted in professional manner

Simon's reply

Thanks for the kind feedback Michelle, and I look forward to seeing you again soon. Simon

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Somerset

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

As I approach my retirement phase I wanted to understand my options and document my investments enabling me to plan towards my retirement date

How has Simon Cutler helped you?

Simon firstly listened to what I wanted researched my portfolio and presented a comprehensive and detailed report putting all my arrangement’s in an easy to understand financial planning report

Have you seen the outcome you were hoping for?

Yes I now have all my information in one place and up to date so as key dates approach we can make fully informed decisions

What could they have done better?

Nothing the entire process from start to finish was simple and straightforward

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Recommended by a friend

How has Simon Cutler helped you?

Concise information

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

Everything covered well

First impression from a user who is not yet a client

January, 2022

Overall

Please provide a brief comment about your experience with Simon

I can thoroughly recommend Simon. Great listening skills and no time wasting - Simon was immediately engaging with me at the correct level and giving valuable insights that allowed quick decisions to be made.

Simon's reply

Many thanks for your kind feedback Ian, and I look forward to helping you with your future financial planning. Simon

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Somerset

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

Old Pension pot that you just keep neglecting!

How has Simon Cutler helped you?

Investing of our pension pots and ISA’s, and listening to my questions and answering them in a manner that I can understand, plus as I work with numbers all day in my career I can quiz and challenge what I am being told, which makes our meetings very enjoyable for me, can’t speak for Simon though!

Have you seen the outcome you were hoping for?

Difficult question, as the markets never do what you want fast enough! But looking at the markets over the last five years and certainly the last two (covid) I can’t complain.

What could they have done better?

I would say, possibly have routine 6 monthly meetings instead of yearly, BUT if I really felt strongly about that I think we could anyway.

Simon's reply

Hi Andy Thanks for your kind feedback and more than happy to offer 6 monthly review meetings. I’ll be in touch. Simon

Review from verified client

January, 2022

Overall

Advice

Service

Value

Based in Somerset

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

The sale of property along with an inheritance required the careful investment of these funds.

How has Simon Cutler helped you?

Simon deserves my high recommendation. His professionalism and expertise are on a par with anyone based in the City of London which makes our meetings in Somerset so much more accommodating. I have been exceedingly pleased with his advice and financial acumen, with my portfolio reaping benefits beyond my expectations. His affable personality and approachability is a bonus. Simon took considerable time to get to know me and understand my situation to ensure that the advice I was receiving and the investments I make are suitable for what I was trying to achieve. Together we looked at my short and long term goals, lifestyle and income. He worked hard to provide me with a comprehensive financial plan and I was grateful for his dedication in explaining the options that would best suit me and my attitude to risk.

Have you seen the outcome you were hoping for?

The increase in value of my investments has far exceeded my expectations.

What could they have done better?

Simon and his colleagues have left very little room for improvement! The progress reports of my portfolio are straightforward and easy to understand. Simon is always available for any support or queries that I might have, a constant reassurance.

Simon's reply

Thank you so much Roo! This is one of the nicest reviews I have ever had and is very much appreciated. Kind regards, Simon

Repeat review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Somerset

This review is a follow-up review from a client who left a review previously.

How has Simon Cutler helped you since your last review?

setting up pension fund

Simon's reply

Thanks for the review Emily. Much appreciated. Simon

Repeat review from verified client

December, 2021

Overall

Advice

Service

Value

Based in Somerset

This review is a follow-up review from a client who left a review previously.

How has Simon Cutler helped you since your last review?

Continues to offer sound up to date advice. Open, honest and approachable

Simon's reply

Many thanks for the kind review John, and I look forward to seeing you soon. Kind regards Simon

Review from verified client

October, 2021

Overall

Advice

Service

Value

Based in Somerset

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

I was advised of changes to my investment bond and needed clarification.

How has Simon Cutler helped you?

Simon explained the changes and how they would affect me with clarity. He explained in great detail his fee structure and made it clear that for him to do anything on my behalf would not be cost effective. Therefore, he gave me great advice which I will follow up on with confidence.

Have you seen the outcome you were hoping for?

Not yet but far too soon to tell.

What could they have done better?

Absolutely nothing. From entering the door, I was treated with complete professionalism.

Simon's reply

Many thanks for your kind feedback Penny. It is much appreciated. Kind regards, Simon

First impression from a user who is not yet a client

September, 2021

Overall

Please provide a brief comment about your experience with Simon

Friendly and comfortable atmosphere. Good advice and options about my goals. Easy to understand advice

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Monmouthshire

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

Discuss options of releasing equity, generating a passive income by moving home.

How has Simon Cutler helped you?

Walked us through how viable it would be for us to generate a passive income based on our circumstances. Asked us questions that we didn't think of initially and gathered a solid understanding of our circumstances to determine the feasibility of our financial goals. Simon professionally approached our scenario to suggest a plan of action and then commenced the next steps for us to achieve our financial goals.

Have you seen the outcome you were hoping for?

Not yet, mostly because we haven't found a property. However, with Simon's help we can now realistically see that our financial goals will be achieved with his support and guidance.

What could they have done better?

Not much more Simon can do to make the experience so far any better. He has been a breath of fresh air, very approachable and really easy to talk to. No question we have asked has been too much, Simon has been incredibly helpful in our experience working with him so far.

Simon's reply

Many thanks for the kind review Evan and the hard work starts now! Simon

Review from verified client

July, 2021

Overall

Advice

Service

Value

Based in Somerset

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

Early retirement

How has Simon Cutler helped you?

He gave me great advice and explained all my options clearly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Can't think of anything.

Simon's reply

Many thanks for the kind feedback and we look forward to helping you for many years to come. Simon

First impression from a user who is not yet a client

June, 2021

Overall

Please provide a brief comment about your experience with Simon

Simon was very helpful and was able to explain things clearly.

Simon's reply

Many thanks for the kind feedback and we look forward to helping you in future. Simon

Review from verified client

June, 2021

Overall

Advice

Service

Value

Based in Somerset

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

I had a frozen pension and wanted it looked after, plus I had smaller pension pots that needed to merge

How has Simon Cutler helped you?

clear advice, helpful, patient and knowledgeable

Have you seen the outcome you were hoping for?

yes, there has been a great increase in my pension pot

What could they have done better?

nothing

Simon's reply

Hi Helen Many thanks for your kind feedback. It is much appreciated. Simon

Review from verified client

April, 2021

Overall

Advice

Service

Value

Based in Somerset

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

We were after mortgage advice

How has Simon Cutler helped you?

He has secured our mortgages for the last 10 years and life assurance protection

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not at all

Simon's reply

Thanks Amanda. Always pleased to help. Simon

Review from verified client

March, 2021

Overall

Advice

Service

Value

Based in Somerset

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

Firstly by investing a lump sum due to redundancy and latterly a small inheritance

How has Simon Cutler helped you?

After an assessment of my situation both now and the future, investments have been made on my behalf to ensure my money works for me in the best way possible, whilst allowing me access to it as and when I need it. Communication is excellent.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

Simon's reply

Thank you so much for the kind and generous feedback. Much appreciated. Simon

Review from verified client

February, 2021

Overall

Advice

Service

Value

Based in Somerset

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

Need finance to support my meagre pension status.

How has Simon Cutler helped you?

I had already assessed ways of increasing my income and came to the conclusion that equity release was the option that suited me and my needs. Simon came and talked through what this meant and then very quickly presented me with possible mortgagors. He responded promptly with replies to my questions and requests and in doing so I conseqently, throughout the process felt supported by him. His plesant manner made him him very easy to approach. He is good at his job - I recomend him. 5 stars !!

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Simon's reply

Thanks for your kind feedback Jan. Much appreciated. Simon

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Somerset

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

Re-mortgage and transfer of SIPP due to poor performance by previous advisors.

How has Simon Cutler helped you?

Provided excellent professional advice and explained everything very clearly to my wife & myself.

Have you seen the outcome you were hoping for?

YES

What could they have done better?

Everything was dealt with very well by Simon Cutler and Emma Holley his assistant.

Simon's reply

Thanks Dave. Pleasure to be of assistance and I look forward to seeing you soon. Simon

Review from verified client

January, 2021

Overall

Advice

Service

Value

Based in Somerset

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

To make my money work for me.

How has Simon Cutler helped you?

Explained everything in Layman terms and he did exactly what we agreed. Certainly made my money increase in value.

Have you seen the outcome you were hoping for?

Yes and much more, done better than the stock market.

What could they have done better?

Simon could could not have done any better than he predicted. He is a first class top Financial Advisor and he could not improve on what he does best, he gives an Excellent service everytime with great results.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Somerset

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

Wanted to explore potential to make savings grow.

How has Simon Cutler helped you?

Examined my attitude to risk and identified a means of investment he felt to be consistent with that.

Have you seen the outcome you were hoping for?

Some degree of disappointment but may be due to factors like covid etc. Hopeful of better results in future. Simon seemed to feel performance not too bad in circumstances.

Review from verified client

December, 2020

Overall

Advice

Service

Value

Based in Somerset

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

Annual review

How has Simon Cutler helped you?

Sound advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Review from verified client

December, 2020

Overall

Advice