378 reviews | 3 verified advisers
Under the circumstances Simon did the best he could.
My wife and I had the proceeds of a sale of property overseas to invest.
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 .
In the past year there has been a very satisfactory improvement.
Nothing
Pension advice.
More profitable pension scheme
Yes, has exceeded expectations
Reacted quicker to the poor performance of previous years - but the changes made last year have corrected this.
Lots of pension funds which I wanted to consolidate
Sound planning advice
Overall yes
Nothing, I am a happy customer.
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.
Yes, his knowledge about pensions, Isas and spending in general is excellent.
Yes all my money was transferred safely and it showing good return.
Nothing that I can see
I had several individual pensions that were giving me headaches
By managing the above and consolidating them all into 1 major policy
Yes all policies are now consolidated