September 2021 by Vicky McDaid
Simon is highly professional and his advice is great quality.Just over a year ago I met with Simon and discussed my various pension arrangements. Some of them from previous jobs were small and not doing very well. They were mostly in unmanaged average funds.We discussed my options and I decided to transfer all of my pensions under one roof, this process was extremely easy to do with Simon taking care of the transfer.We discussed my attitude to risk and invested the funds in the most appropriate portfolio. I am very happy as all of these funds are actively managed which means that an expert is monitoring them daily to make the best return on investment.Part of Simons service includes an annual review and having just completed this I am delighted to report that my funds increased by 14.9% over the last year. While I accept, I cannot expect this every year, I have great confidence in the investment strategy.Thank you Simon for explaining everything so clearly and doing all of the hard work for me.I would not hesitate to recommend you to anyone who needs advice regarding their pensions and investments.Vicky McDaid
