351 reviews | 6 verified advisers
Review for Simon Davies
What were the circumstances that caused you to initially look for a financial adviser?
Pension/annual review
How has Simon helped you?
Build up a nice pension, advised me and directed me to the right person to escape a terribly mis-sold mortgage by others.
Have you seen the outcome you were hoping for?
Yes and beyond
What could they have done better?
I couldn't say if they could have done anything better, totally satisfied with the service so far
Review for Simon Davies
What were the circumstances that caused you to initially look for a financial adviser?
Myself and my partner had been recommended Simon to us to help pull together old pensions and to start building a new one.
How has Simon helped you?
Simon has exceptional knowledge and really helped with merging past paid into pensions into a new one, made a time consuming task very easy and simple.
Have you seen the outcome you were hoping for?
Absolutely.
What could they have done better?
Nothing
Review for Simon Davies
What were the circumstances that caused you to initially look for a financial adviser?
Ive just retired
How has Simon helped you?
Yes definitely
Have you seen the outcome you were hoping for?
definitely
What could they have done better?
nothing
Review for Simon Davies
What were the circumstances that caused you to initially look for a financial adviser?
Needed to put all my pensions in one place
How has Simon helped you?
By putting all my pensions together
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Review for Simon Davies
What were the circumstances that caused you to initially look for a financial adviser?
Retirement
How has Simon helped you?
Advised, planned and arranged my pension.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing.
