480 reviews | 3 verified advisers
Review for Simon Davies
What could they have done better?
Ns
What were the circumstances that caused you to initially look for a financial adviser?
To look at my company pensions and retirement plans
How has Simon helped you?
Investment advice
Have you seen the outcome you were hoping for?
Hoping to
Review for Simon Davies
What were the circumstances that caused you to initially look for a financial adviser?
Pensions advice pre divorce.
How has Simon helped you?
Pensions and financial planning.
Have you seen the outcome you were hoping for?
Yes
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?
To manage my pension
How has Simon helped you?
Simon has looked after my pension
Have you seen the outcome you were hoping for?
Yes for sure
Review for Simon Davies
What could they have done better?
Nothing, he really is a very trusted advisor
What were the circumstances that caused you to initially look for a financial adviser?
We were returning from living abroad and needed an advisor to help with our financial planning as part of our return to the UK.
How has Simon helped you?
Advised on pension consolidation, investments, and life and critical illness cover
Have you seen the outcome you were hoping for?
Absolutely, pensions are doing very well and all other advice has been really considered and thoughtful. Simon is incredibly sincere with his advice, it feels genuinely impartial and centred on doing the right thing for us - he is easy to talk to, non-judgmental and clearly very knowledgable.
Review for Simon Davies
What could they have done better?
I believe the advice given has been of great benefit
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Simon helped you?
Pension advice
Have you seen the outcome you were hoping for?
Yes
