524 reviews | 3 verified advisers
Review for Simon Davies
What were the circumstances that caused you to initially look for a financial adviser?
Long term financial planning
How has Simon helped you?
Setup life insurance and pension
Have you seen the outcome you were hoping for?
Yes
Review for Simon Davies
What could they have done better?
Nothing of note
What were the circumstances that caused you to initially look for a financial adviser?
Seeking early retirement
How has Simon helped you?
Provides professional re assurance, outlines investment performance since last annual review together with changes to our overall financial situation. Brought changes to inheritance tax to our attention together with the impact and options to mitigate for our consideration.
Have you seen the outcome you were hoping for?
Yes.. investment performance has exceeded expectations and we feel financially secure.
Review for Dean Fermie
What were the circumstances that caused you to initially look for a financial adviser?
Confused by pensions
How has Dean helped you?
Helped with advice on saving pension
Have you seen the outcome you were hoping for?
Yes, thanks to Dean we are seeing our money grow
Review for Mike Smith
What were the circumstances that caused you to initially look for a financial adviser?
Requiring support regarding pension payments and recommending both pension and stocks and shares ISA funds.
How has Mike helped you?
Provided invaluable assistance and guidance to clarify my attitude to risk and recommend the relevant investment fund
Have you seen the outcome you were hoping for?
Early to say but am hopeful that the outcome will be a positive one.
Review for Simon Davies
What were the circumstances that caused you to initially look for a financial adviser?
Retirement planning
How has Simon helped you?
Financial planning in retirement
Have you seen the outcome you were hoping for?
Very happy with advice and outcomes
