Simon's reviews
Reviewed for
Insurance and Protection ( 15 )
Mortgages ( 14 )
Pensions ( 15 )
Equity Release ( 5 )
Retirement income (annuities, drawdown) ( 9 )
Investments and Savings ( 22 )
Pension Transfers - Non Specialist ( 4 )
Inheritance Planning ( 15 )
Long Term Care ( 8 )
Pension Transfers - Specialist ( 1 )
Financial Planning ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£200k - £500k ( 7 )
£100k - £200k ( 3 )
£50k - 100k ( 4 )
Up to £50k ( 7 )
First impression
by a VouchedFor user
a year ago
Overall
Please provide a brief comment about your experience with Simon
He is easy to get in contact with.
Review
by a verified client in Somerset
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Presentation at the Cadbury House Congresbury
How has Simon Brannigan helped you?
He set up trust
Have you seen the outcome you were hoping for?
It's early days yet
What could they have done better?
More attention to detail of corrections of names
Review
by a verified client in Somerset
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Becoming State Pension age
How has Simon Brannigan helped you?
Made me aware of things. It's amazing how complicated claiming pensions can be. He is still working towards solutions.
Have you seen the outcome you were hoping for?
Not sure yet
What could they have done better?
Nothing with the information provided
Review
by a verified client in Bristol
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Preparing and writing a new will
How has Simon Brannigan helped you?
Wider understa ding of process. Pros and cons . The importance of trust funds. Importance of lasting power of attorney. And the cost of long term care
Have you seen the outcome you were hoping for?
The will and lasting power of attorney paperwork signed and ready to be implemented when needed.
What could they have done better?
Simon was always accessible. Responded quickly to queries was patient when delays were due to me .
Review
by a verified client in Bristol
a year ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Twenty years ago, my late husband and I wanted to receive advice about reducing inheritance tax where possible. Simon gave us brilliant advice and set up our Wills.
How has Simon Brannigan helped you?
I was delighted to be able to contact Simon earlier this year. Together we have worked out what my needs are now and to make things as easy as possible for my three sons.
Have you seen the outcome you were hoping for?
It's in progress. I have full confidence in Simon. He's very approachable and goes out of his way to keep me abreast of developments.