Simon Neal

Please provide a brief comment about your experience with Simon

Made contact promptly and offered sensible advice from get-go.

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

We wanted to understand our financial position more clearly and to invest our inheritance money. We also wanted to ensure that we will get the best returns on our pensions which were in various different accounts.

How has Simon Neal helped you?

To bring clarity to our situation, combine our pensions and invest in a way that minimises risk but gives a good return on our investment in this challenging economic climate

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am not aware of anything

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

I contacted Simon many years ago for advice on how best to provide for my long-term future in terms of mortgage repayments, investments and pension provision.

How has Simon Neal helped you?

Simon made sure that he understood my needs and my attitude to risk. The advice he provided has seen my pension and investments grow very successfully. I always felt that I could trust Simon completely to have my best interests at heart. he also follows up with me regularly.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Cannot think of anything.

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

Simon has been advising me for 20+ years

How has Simon Neal helped you?

Financial Planning, pension advice and transfers, investments

Have you seen the outcome you were hoping for?

Broadly yes, albeit the financial climate of late is volatile

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

Pension advice

How has Simon Neal helped you?

Consistently over the years. Expectations and long-term pension support.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

N/A