378 reviews | 3 verified advisers

Selection of recent reviews. Read all reviews

Review for Simon Davies

November 2024

What could they have done better?

Under the circumstances Simon did the best he could.

What were the circumstances that caused you to initially look for a financial adviser?

My wife and I had the proceeds of a sale of property overseas to invest.

How has Simon helped you?

My wife and I considered ourselves cautious investors, so initially our investments did not produce a satisfactory result for us. However, Simon encouraged us to become more adventurous, and in the second year much better results have been attained .

Have you seen the outcome you were hoping for?

In the past year there has been a very satisfactory improvement.

Review for Simon Davies

November 2024

What could they have done better?

Nothing

What were the circumstances that caused you to initially look for a financial adviser?

Pension advice.

How has Simon helped you?

More profitable pension scheme

Have you seen the outcome you were hoping for?

Yes, has exceeded expectations

Review for Simon Davies

November 2024

What could they have done better?

Reacted quicker to the poor performance of previous years - but the changes made last year have corrected this.

What were the circumstances that caused you to initially look for a financial adviser?

Lots of pension funds which I wanted to consolidate

How has Simon helped you?

Sound planning advice

Have you seen the outcome you were hoping for?

Overall yes

Review for Simon Davies

November 2024

What could they have done better?

Nothing, I am a happy customer.

What were the circumstances that caused you to initially look for a financial adviser?

Our Company was carved out and I wanted some pension advice. Simon is local and I wanted to speak to a person in person, not just online.

How has Simon helped you?

Yes, his knowledge about pensions, Isas and spending in general is excellent.

Have you seen the outcome you were hoping for?

Yes all my money was transferred safely and it showing good return.

Review for Simon Davies

November 2024

What could they have done better?

Nothing that I can see

What were the circumstances that caused you to initially look for a financial adviser?

I had several individual pensions that were giving me headaches

How has Simon helped you?

By managing the above and consolidating them all into 1 major policy

Have you seen the outcome you were hoping for?

Yes all policies are now consolidated