561 reviews | 3 verified advisers
Review for Simon Davies
What could they have done better?
I think Simon did everything I asked him to do.
What were the circumstances that caused you to initially look for a financial adviser?
I wanted to condense multiple pensions into one and Simon has helped me achieve this. Simon also reviewed my other savings to ensure I was happy with their performance as well.
How has Simon helped you?
Simon moved 3 pensions into a new pension fund. It is so much easier to understand the value of my pension now.
Have you seen the outcome you were hoping for?
The fund he recommended has performed very well over the last year, better than expected. I am now looking at stocks and shares ISAs and Simon is helping me to determine the level of risk I am happy with to hopefully beat those cash ISA rates.
Review for Dean Fermie
What could they have done better?
meeting/ review could of been face to face rather than over the phone
What were the circumstances that caused you to initially look for a financial adviser?
my last advisor was no help at all
How has Dean helped you?
He has helped me achieve my goals to retire on my terms
Have you seen the outcome you were hoping for?
yes
Review for Simon Davies
What could they have done better?
Very happy with the service me and my wife received.
What were the circumstances that caused you to initially look for a financial adviser?
They have been our advisors for 8 years now with no problems.
How has Simon helped you?
Simon and his team are very helpful and professional team.
Have you seen the outcome you were hoping for?
Yes and in the up and down turns in the market over the years.
Review for Simon Davies
What could they have done better?
Nothing really
What were the circumstances that caused you to initially look for a financial adviser?
My pension with Scottish widows was not doing anything for me
How has Simon helped you?
Simon has supplied detail reports and confidence regarding my pension value when I retire Also the support if required is straight foeard
Have you seen the outcome you were hoping for?
Yes
Review for Dean Fermie
What could they have done better?
Not much in the current circumstances
What were the circumstances that caused you to initially look for a financial adviser?
My pension was performing poorly so I looked for a new advisor
How has Dean helped you?
Dean looked at all my circumstances & advised on the best one to suit my needs
Have you seen the outcome you were hoping for?
Yes
