574 reviews | 3 verified advisers
Review for Simon Davies
How has Simon helped you since your last review?
Recommended a new investment manager
Review for Simon Davies
What could they have done better?
nothing, Simon has been excellent.
What were the circumstances that caused you to initially look for a financial adviser?
I run a a small business through which I wanted to maximise my pension benefits and understand how I can be as efficient as possible with my finances
How has Simon helped you?
Simon provided excellent, clear advice and made my pension decision feel straightforward and well informed. He was approachable, knowledgeable, and took the time to ensure I understood all my options, a top guy, highly recommended.
Have you seen the outcome you were hoping for?
Yes, I am very happy with my ongoing investments
Review for Simon Davies
What could they have done better?
None
What were the circumstances that caused you to initially look for a financial adviser?
Word of mouth recommendation
How has Simon helped you?
Investing my pension more profitably
Have you seen the outcome you were hoping for?
Yes
Review for Simon Davies
How has Simon helped you since your last review?
Simon is a great and personable advisor who has a vast amount of knowledge and skills, my investments with Simon and the team are performing well and his advise has resulted in these outcomes.
Review for Mike Smith
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Firstly a needed a pension. And our yearly update are very good
How has Mike helped you?
Very helpful, explained everything very clearly,
Have you seen the outcome you were hoping for?
Yes definitely
