Have dealt with Simon for several years now. He is always full of knowledge about current financial states etc and can always advise you on the best possible ways to invest. He is very friendly and will come to your home, so in a relaxed environment and at a time to suit all parties. We always enjoy a good chat ! Can thoroughly... read full comment
February 2024
Simon is great to deal with - he doesn't mind when I ask for pretty basic information and explains everything clearly. He's done a good job for me, ensuring that I have a decent pot of money for my retirement. He's also an all round nice guy
February 2024
I first met Simon in 1996 and since then he has given me and my family financial advice. He listens to what you would like to achieve and then tailors a solution to meet the requirements.He stay in regular contact and the financial planning tools he shares with client help navigate the sometimes difficulty to understand... read full comment