Simon's reviews
Reviewed for
Insurance and Protection ( 43 )
Mortgages ( 67 )
Pensions ( 100 )
Equity Release ( 13 )
Retirement income (annuities, drawdown) ( 47 )
Investments and Savings ( 114 )
Pension Transfers - Non Specialist ( 15 )
Inheritance Planning ( 15 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 48 )
Financial Mentoring ( 6 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 11 )
£200k - £500k ( 30 )
£100k - £200k ( 23 )
( 1 )
£50k - 100k ( 22 )
Up to £50k ( 36 )
Repeat review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
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?
Advice about life insurance and protection.
Simon:
Hi Amanda Many thanks for your kind feedback and I look forward to catching up with you and Martin again soon. Best wishes, SimonReview
by a verified client in Somerset
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We were looking for advice on Equity Release.
How has Simon Cutler helped you?
By explaining clearly our options and helping us to go forward.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing we were very pleased with our professional help.
Simon:
Hi Hazel Many thanks for your kind feedback following completion of your Lifetime Mortgage. Best wishes, SimonRepeat review
by a verified client in Somerset
2 months ago
Overall
Advice
Service
Value
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?
Kept me informed of financial trends. Annually reviewed my situation. Easily accesible if needed.
Simon:
Hi Jackie Many thanks for your feedback and I look forward to our next annual review meeting. Best wishes, SimonRepeat review
by a verified client in Somerset
2 months ago
Overall
Advice
Service
Value
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 advised about out portfolio
Simon:
Hi Robin Many thanks for your 5 star review - much appreciated. We look forward to helping you and Amanda for many years to come. Kind regards, SimonRepeat review
by a verified client in Somerset
3 months ago
Overall
Advice
Service
Value
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?
Good advice regarding financial market financial situation.
Simon:
Hi Stuart Many thanks for your feedback and we look forward to helping you for many years to come. Kind regards, Simon