Simon Gibbs

Simon Gibbs

AFH Wealth Management

Simon's reviews

Reviewed for

Insurance and Protection ( 3 )

Mortgages ( 1 )

Pensions ( 6 )

Retirement income (annuities, drawdown) ( 2 )

Investments and Savings ( 12 )

Pension Transfers - Non Specialist ( 1 )

Inheritance Planning ( 2 )

Financial Planning ( 3 )

Financial Mentoring ( 1 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 2 )

£100k - £200k ( 1 )

Up to £50k ( 1 )

£50k - 100k ( 2 )

First impression

by a VouchedFor user

2 days ago

Overall

Please provide a brief comment about your experience with Simon

Professional yet light hearted, seems to really know a great deal on pensions and the markets in general. We feel very lucky to have Simon on our side regarding our pensions

First impression

by a VouchedFor user

10 days ago

Overall

Please provide a brief comment about your experience with Simon

Very informative and helpful.

First impression

by a VouchedFor user

3 months ago

Overall

Please provide a brief comment about your experience with Simon

We met Simon Gibbs for the first time last week as he's replaced our previous IFA at AFH. We found him professional and personable, knowledgeable but not "pushy", a good listener and he's clearly someone who pays attention to detail in updating some of our information. He delivered what he promised in terms of feedback to questions we'd raised before the meeting and also followed up our discussion with written information. We are looking forward to dealing with Simon going forward.

Review

by a verified client in Kent

7 months ago

Overall

Advice

Service

Value

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

I had equity from a house sale about 25 years ago I wanted to invest.

How has Simon Gibbs helped you?

He's guided me regarding my funds and has given me a clear understanding of their potential

Have you seen the outcome you were hoping for?

So far, so good

What could they have done better?

I completely satisfied with the service I have received

Review

by a verified client in Essex

7 months ago

Overall

Advice

Service

Value

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

Nothing/A

How has Simon Gibbs helped you?

Takes all the burden and stress away from understanding and sorting out your financial affairs for retirement

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing