Simon Wade

Please provide a brief comment about your experience with Simon

Clear explanation and a charming manner

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

Simon is very patient with me. He takes his time and goes over my investments ensuring that I understand everything that he is saying. Simon knows what he is doing and why. He has to be one of the most nicest financial advisors that I have come across and I feel that my investments are in safe hands. In all the year I have been with Simon I have never felt worried about my finances knowing that Simon has his clients best interest at heart,

How has Simon Wade helped you?

Simon has moved into genrational advice with my children that are now old enough to be guided by him. Thats the level of trust that we have for Simon. He has always been available for financial advice and has provided clear direction

Have you seen the outcome you were hoping for?

Yes

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

Was not happy with the pension is was being offered and the charges as every pension I had came with separate charges.

How has Simon Wade helped you?

He consolidated my pensions reducing cost. Gave me more control on were my money was invested but advised on any potential short falls thus enabling me to be in a far better condition financially and enabling me to retire.

Have you seen the outcome you were hoping for?

Yes I was able to retire early with an annual pension that allowed me to live on basically the same money I was earning when working.

What could they have done better?

Nothing

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

consolidation of multiple pensions, investments and savings

How has Simon Wade helped you?

everything I require is in one place

Have you seen the outcome you were hoping for?

definitely very good returns, based on the risk I'm willing to take

What could they have done better?

have no issues. excellent service.

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

I wasn't getting the right advise from my previous pension companies.

How has Simon Wade helped you?

My original pensions have been amalgamated and despite another down turn in the markets, my investments have given me a positive return. Simon Wade has made regular contact and helped me understand where my investments are held. Simon is always prompt and polite and it's always a pleasure talking with him.

Have you seen the outcome you were hoping for?

I am happy with the outcome.