465 reviews | 3 verified advisers
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?
Too long ago to remember
How has Simon helped you?
Confirmed our income and savings choices.
Have you seen the outcome you were hoping for?
Yes. Particularly the pension has risen at a risk rating suitable for us
Review for Simon Davies
What could they have done better?
Not sure
What were the circumstances that caused you to initially look for a financial adviser?
Investment
How has Simon helped you?
Sound advice
Have you seen the outcome you were hoping for?
Yes
Review for Simon Davies
What could they have done better?
All good can’t think of anything.
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Simon helped you?
Helping with sorting out all my pensions and potential up coming retirement.
Have you seen the outcome you were hoping for?
Awaiting updates.
Review for Simon Davies
What were the circumstances that caused you to initially look for a financial adviser?
Help with pension issues
How has Simon helped you?
Advised on pension options which enabled me to take early retirement.
Have you seen the outcome you were hoping for?
Definitely!
Review for Simon Davies
What could they have done better?
All good
What were the circumstances that caused you to initially look for a financial adviser?
Get my pension sorted
How has Simon helped you?
Sorted pension out
Have you seen the outcome you were hoping for?
Yes
