380 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?
I found Simon on VouchedFor myself as I was looking for a local adviser to review our very poorly performing investments.
How has Simon helped you?
By very successfully reinvesting our original investments. And then in analysing our pensions, reinvesting one pot, and beginning the process of our retirement planning.
Have you seen the outcome you were hoping for?
Yes, the results thus far, and the peace of mind provided, have far exceeded my expectations.
Review for Simon Davies
What could they have done better?
No
What were the circumstances that caused you to initially look for a financial adviser?
Change mortgage to a more reasonable interest rate
How has Simon helped you?
He has helped in mortgage transfers and pension advice and strategies
Have you seen the outcome you were hoping for?
Yes
Review for Simon Davies
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
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
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
