Simon's reviews
Reviewed for
Insurance and Protection ( 41 )
Mortgages ( 67 )
Pensions ( 84 )
Equity Release ( 13 )
Retirement income (annuities, drawdown) ( 34 )
Investments and Savings ( 92 )
Pension Transfers - Non Specialist ( 11 )
Inheritance Planning ( 10 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 31 )
Financial Mentoring ( 3 )
Financial Coaching ( 2 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 22 )
£100k - £200k ( 16 )
( 1 )
Up to £50k ( 35 )
£50k - 100k ( 18 )
Repeat review
by a verified client in Somerset
4 days 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?
Providing good and sound advise
Simon:
Hi Ian Many thanks for your feedback and we look forward to looking after you as a client for many more years to come. Best wishes, SimonRepeat review
by a verified client in Somerset
8 days 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?
Since my previous review, Simon has provided us with mortgage, pension and financial planning advice, as well as responding quickly to ad hoc questions and requests. He continues to be wholly professional, knowledgeable and very easy to talk with/to. My wife and I are very grateful for the advice and recommendations Simon has made over the years, and concerning our mortgage, it's no exaggeration to say that Simon has saved us thousands. We would not consider going to anybody else for anything financial-related and totally trust his advice.
Simon:
Hi Steve Many thanks for your kind feedback and I hope you and Jo are both well. We look forward to being of help to you both again in the future. Best wishes, SimonRepeat review
by a verified client in Somerset
17 days 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?
I wanted to drawdown a sum of money and Simon gave me all the information I needed in order to do this. The whole process went smoothly. I had a very professional, friendly, relaxed annual review in March. Simon gave a very good, clear picture of how my investment had performed over the previous twelve months and reiterated that that was no indication of how it might perform in the near future, with the ongoing situation between Russia and Ukraine and the unpredictable situation in the United States following the presidential election. How true this has become - does Simon have a crystal ball?! I know that Simon, and his team, are only a phone call away if I need him.
Simon:
Hi Jennie Many thanks for your kind feedback and we will continue to strive to provide the best customer service possible. I look forward to catching up again soon. Kind regards, SimonRepeat review
by a verified client in Somerset
20 days 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?
Simon helped us with a very smooth process for our mortgage renewal.
Simon:
Hi Adrienne Thank you so much for the kind comments and I hope you and your family are all well. Catch up soon hopefully. Kind regards, SimonRepeat review
by a verified client in Herefordshire
24 days 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?
My financial security has prospered over the last year, and additionally Simon has helped me to think and plan for IHT, something I had ignored in the past. His services are well worth the money.
Simon:
Hi Bryan Many thanks for your kind and generous feedback. Great to catch up recently and I look forward to being of help for many years to come. Best wishes, Simon