579 reviews | 3 verified advisers
Review for Simon Davies
How has Simon helped you since your last review?
A clear review of my pension position every 12 months has allowed me to plan for my retirement and compare options. Simon's knowledge of the industry and professionalism is invaluable.
Review for Simon Davies
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
We both wanted to retire at the age 55, but didn't know if we had enough money to do so
How has Simon helped you?
Simon helped us transfer some of our work pensions into a better-performing pension fund, and to move some stocks & shares ISAs too.
Have you seen the outcome you were hoping for?
More than we'd hoped for! We both retired at age 55 and our pensions are growing faster than we can spend the money!
Review for Simon Davies
How has Simon helped you since your last review?
Pension is doing very well , explained everything in detail .
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?
Some years ago I was self employed and therefore sought independent financial advice, I have since become employed again but continued to use the services of an independent financial adviser.
How has Mike helped you?
Mike has been with me for some time now and has provided sensible tailormade advice that has flexed with my changing needs.
Have you seen the outcome you were hoping for?
Yes. Mike has always offered practical and advice based on my circumstances
Review for Simon Davies
How has Simon helped you since your last review?
By providing expert advice on my pensions and clarifying any questions I had.
