Simon was able to give me clear, well-informed advice about my situation and enabled me to make a decision about my funds that gave me long term protection. A very good outcome, at a time when I really need good financial advice.

Shirley R

Simon has provided sound financial advice for many years for myself and my family, his ability to explain complex financial options clearly has enabled me to make informed decisions regarding investment strategies and how best to secure my retirement.

Nigel L

We've used Simon a number of times over the years for remortgage, pension, investment and general financial advice. He is very knowledgeable but easy to talk to and automatically puts you at ease. He explains things clearly and concisely and is always available at the other end of the phone, he is very generous with his time which is a rarity. Simon listens to your concerns, ensures he understands your circumstances, how risk adverse you are and your aspirations for the future in order to research the best strategy and products for you. Options are presented to you with their negatives and positives and he will offer his recommendation but ultimately the decision is yours. We've never felt pressured to move forward with a product. Simon is open and honest and will explore all avenues but will also tell you if something is not achievable in your current financial situation. His advice has enabled my partner and I to move forward on to the next stage of our lives and plan for our future together as a family. I have no hesitation in recommending Simon, in fact I have recommended him to friends and family members in the past.

Justine M