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
a month 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
5 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
5 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
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?
I attended a pre-retirement day at the nhs hospital where I worked.
How has Simon Gibbs helped you?
Simon has given me straight forward advice regarding my savings, and is easy to contact if I have a particular question.
Have you seen the outcome you were hoping for?
Yes, My savings have made a small profit, and seem to be doing better than most.
What could they have done better?
Nothing that I can think of.
Review
by a verified client in Shropshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Savings and investments
How has Simon Gibbs helped you?
Advice for savings and investments Advice for planning retirement Annuity planning and securing
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing