332 reviews | 4 verified advisers
Review for Simon Davies
What were the circumstances that caused you to initially look for a financial adviser?
Pension
How has Simon helped you?
Sorting out my pension
Have you seen the outcome you were hoping for?
Yes
Review for Simon Davies
What could they have done better?
Simon is doing a great job
What were the circumstances that caused you to initially look for a financial adviser?
Wanted our money to grow thats why we took advise
How has Simon helped you?
Our investments
Have you seen the outcome you were hoping for?
Yes our investments are doing brilliant
Review for Dean Fermie
What could they have done better?
Nothing
What were the circumstances that caused you to initially look for a financial adviser?
Old pensions sitting stagnant
How has Dean helped you?
Brilliantly
Have you seen the outcome you were hoping for?
Yes and ongoing
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 move a final salary pension
How has Simon helped you?
Yes whilst other financial advisors were unable to help Simon assisted and sorted in a very timely manner ensuring I was up to date at times
Have you seen the outcome you were hoping for?
Yes
Review for Simon Davies
What could they have done better?
happy with everything
What were the circumstances that caused you to initially look for a financial adviser?
Final salary advise
How has Simon helped you?
Yes very trustworthy and helpful and honest which i like.
Have you seen the outcome you were hoping for?
Yes all going to plan
