Simon's reviews

Reviewed for

Insurance and Protection ( 3 )

Mortgages ( 1 )

Pensions ( 7 )

Retirement income (annuities, drawdown) ( 2 )

Investments and Savings ( 13 )

Pension Transfers - Non Specialist ( 2 )

Inheritance Planning ( 2 )

Financial Planning ( 4 )

Financial Mentoring ( 2 )

Financial Coaching ( 1 )

Reviewers' assets

£500k+ ( 2 )

£200k - £500k ( 3 )

£100k - £200k ( 1 )

Up to £50k ( 1 )

£50k - 100k ( 2 )

Review

by a verified client in Kent

6 months ago

Overall

Advice

Service

Value

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

Needed advice on existing portfolio due to concerns over poor performance

How has Simon Gibbs helped you?

Simon guided me through the limited options and made me aware of the risks attached.

Have you seen the outcome you were hoping for?

Yes-a very positive outcome at no additional cost and one which should I see improved performance in the mid to long term.

What could they have done better?

No room for improvement.

First impression

by a VouchedFor user

6 months ago

Overall

Please provide a brief comment about your experience with Simon

Friendly and knowledgeable.

First impression

by a VouchedFor user

7 months 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

7 months ago

Overall

Please provide a brief comment about your experience with Simon

Very informative and helpful.

First impression

by a VouchedFor user

10 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.