Simon Francis

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

Needed to transfer AVCs so that I could access the funding.

How has Simon Francis helped you?

Clear advice in straightforward language. Answered all of my questions so that I felt confident about the transfer of funds. Kept me " in the loop" throughout the whole process. Always polite and respectful.

Have you seen the outcome you were hoping for?

Yes - the transfer took place smoothly and in a timely way. Also my ISA has been moved to better performing funds.

What could they have done better?

Nothing comes to mind.

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

Help in financial planning and investment approaches.

How has Simon Francis helped you?

Help me adopt investment strategies for our particular circumstances and age.

Have you seen the outcome you were hoping for?

Yes, some reassurance and alternative strategies have been considered.

What could they have done better?

In some cases I think the funds need to perform better for their costs.

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

I am very bad with my personal finances and was approaching 55 so needed to get some advice

How has Simon Francis helped you?

Improved returns on pension and released tax free cash

Have you seen the outcome you were hoping for?

Yes

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

My partner used Simon for his pensions, investments and savings and highly recommended his services.

How has Simon Francis helped you?

Simon consolidated my various workplace pensions into one SJP retirement account. He has also helped us as a couple with our investments in ISA’s, unit trusts and investments bonds. He has invested our funds according to our objectives and attitude to risk, to achieve the best growth.

Have you seen the outcome you were hoping for?

Yes we have the SJP app and can see the progress of our investments. It is much easier having everything in one place.

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

My private pensions were a mess, no real management & no one person to discuss options with.

How has Simon Francis helped you?

He helped me reorganise & manage my private pensions. Subsequently advised myself & my better half how to invest some of our savings better.

Have you seen the outcome you were hoping for?

With regard to the pensions, absolutely! Much better managed and even made a few percent increase even in the first year. As for the investments it’s early days but I’m very happy with the help and advise.

What could they have done better?

I have been very happy so far with our relationship. Communication is excellent & we are always made welcome. The overall service provided feels very personal and friendly but also very professional.