Simon is professional and friendly, and his product knowledge is impressive. He is good at making us feel important, irrespective of the level of investment.

Simon has the ability to understand my unique situation and advise accordingly. He explains his proposals with great clarity. I very much feel that my finances are in safe hands with Simon and I would have no hesitation in recommending him and his services.

I have found Simon’s approach and honesty with his advice and support exceptional. His management enables me to look forward with confidence in my retirement knowing that my investments are being handled to my best advantage.   I would not hesitate in recommending him to a...

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I have worked with Simon for a number of years and can whole-heartedly recommend his financial management services.   “Simon has an exceptionally professional approach and always offers sound, common sense advice. He understands my needs in terms of financial advice and su...

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Simon has given us sound advice with all our financial matters. His level of expertise is outstanding and he is able to explain everything in such a way that doesn’t overload you with jargon. He is honest, trustworthy and completely professional in all aspects of his work. I would not hesitate to re...

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The evident hard work, thought and consideration that you have put in to advising us on our financial situation, options and prospects is very much recognised and greatly appreciated.   I am continuously reassured that I have made the right decision in wishing to work with...

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Simon has provided an invaluable service over a number of years. Simon has provided key guidance and planning for investment and retirement. Without this support we would undoubtedly still be working!

We were confident before we met Simon that we knew about our financial planning. After meeting Simon we totally changed our plans, for the better. He talked us through what we have now, what we're likely to want and need in the short-to-medium term, and what our savings could look like in the long t...

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We have known Simon for many years. He has proven himself to be knowledgeable, trustworthy, and insightful, and has always given us excellent advice. He is always accessible to give us information, and very approachable. His easy manner and interest in us as clients makes the meetings pleasant an...

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Simon is professional and friendly, and his product knowledge is impressive. He is good at making us feel important, irrespective of the level of investment.