560 reviews | 3 verified advisers
Review for Dean Fermie
What could they have done better?
meeting/ review could of been face to face rather than over the phone
What were the circumstances that caused you to initially look for a financial adviser?
my last advisor was no help at all
How has Dean helped you?
He has helped me achieve my goals to retire on my terms
Have you seen the outcome you were hoping for?
yes
Review for Simon Davies
What could they have done better?
Very happy with the service me and my wife received.
What were the circumstances that caused you to initially look for a financial adviser?
They have been our advisors for 8 years now with no problems.
How has Simon helped you?
Simon and his team are very helpful and professional team.
Have you seen the outcome you were hoping for?
Yes and in the up and down turns in the market over the years.
Review for Simon Davies
What could they have done better?
Nothing really
What were the circumstances that caused you to initially look for a financial adviser?
My pension with Scottish widows was not doing anything for me
How has Simon helped you?
Simon has supplied detail reports and confidence regarding my pension value when I retire Also the support if required is straight foeard
Have you seen the outcome you were hoping for?
Yes
Review for Dean Fermie
What could they have done better?
Not much in the current circumstances
What were the circumstances that caused you to initially look for a financial adviser?
My pension was performing poorly so I looked for a new advisor
How has Dean helped you?
Dean looked at all my circumstances & advised on the best one to suit my needs
Have you seen the outcome you were hoping for?
Yes
Review for Simon Davies
What could they have done better?
I can’t think of anything Simon could have done better—the service has exceeded my expectations.
What were the circumstances that caused you to initially look for a financial adviser?
I initially looked for an adviser because I wanted expert guidance to help me make confident, informed financial decisions. I felt it was important to have a clear plan in place and someone knowledgeable I could trust to support me, explain my options clearly, and help me work towards my long‑term goals.
How has Simon helped you?
Simon has helped me by providing clear, trustworthy guidance and ongoing support tailored to my individual needs. They took the time to understand my goals, explained my options in a way that was easy to understand, and helped me put a structured plan in place. Simon's proactive approach, regular communication, and willingness to answer any questions have given me confidence in my financial decisions and reassurance that I’m moving in the right direction.
Have you seen the outcome you were hoping for?
Yes—definitely! I’ve seen exactly the outcomes I was hoping for. I feel far more confident, reassured, and clear about my financial future, and I’m really pleased with the progress we’ve made.
