431 reviews | 3 verified advisers
Review for Mike Smith
What were the circumstances that caused you to initially look for a financial adviser?
Pensions advice
How has Mike helped you?
A great deal, very professional, knowledgeable advisor.
Have you seen the outcome you were hoping for?
Not yet
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?
I had concerns about the previous company advising me on my pension.
How has Simon helped you?
Simon was very helpful with pension advice which has enabled me to pay off my mortgage and retire.
Have you seen the outcome you were hoping for?
Yes
Review for Simon Davies
What could they have done better?
I’m happy with service provided. Thank you
What were the circumstances that caused you to initially look for a financial adviser?
Pension pot
How has Simon helped you?
Assuring me and support in my finances & mortgage
Have you seen the outcome you were hoping for?
Alls going well
Review for Simon Davies
What could they have done better?
Nothing I can think of
What were the circumstances that caused you to initially look for a financial adviser?
My pension was not performing well, with minimal growth over several years I also had other small pensions doing nothing
How has Simon helped you?
Simon advised on a new pension got this set up, he did the work to get my little pensions transferred into it. He has also advised on savings and investments, arranged for mortgage advice and support.
Have you seen the outcome you were hoping for?
Yes, my pension and savings are growing, even in the current turbulent times. I'm now in a position to pay of my mortgage, several years sooner than the original term.
Review for Simon Davies
What could they have done better?
Simon has a hand on style and you always know where you are. If you don't one phone call sorts it out. I do not think that he could have done any better than he already does.
What were the circumstances that caused you to initially look for a financial adviser?
Money was tied up in a Company Pension Scheme which did not serve my needs.
How has Simon helped you?
Simon took care of the existing pension fund and transferred it into a new pension fund which he advised on the fund. Since then Simon has kept abreast of other pension products and funds on the market and taken me through the options. We have transferred funds a couple of times and monitored the performance with good results.
Have you seen the outcome you were hoping for?
President Trumps tariff ideas have shaken the World and in many cases wiped out any profits made in the past year. Simon has "held my hand" through this and always been straight and upfront even when delivering bad news or poor performance.
