Testimonials


We asked our clients what they thought about our service. Here's what they said.


"After a disappointing experience with another Financial Adviser Simon had the task of re-assuring me and my husband that he really would offer best independent advice. He assessed our requirements as individuals and not purely as a couple. Simon carried out an extensive review and analysis of our pension needs, which resulted in substantial savings on management charges and a selection of funds that matched our individual attitudes to risk. The whole experience was professional, yet relaxed and at no time did we ever feel under pressure. Thank you Simon." 

Florence Farley - Jade Recruitment

"As a small business owner that works globally, is constantly on the road, and when in town focused on other things it is great to know that my personal investments and financial needs are being looked after. Simon is a highly trusted professional who has provided me with end-to-end (insurance, investment, and pension) common sense advice and support. His “no-bull” attitude sets him apart from his competitors and his ability to see opportunities and risk from my vantage point mean that I get value for his service."

Doug Ross - Director - Square Peg

"Simon acted extremely quickly and efficiently to deliver excellent results ahead of schedule in what was a challenging deadline. Without his help I would not have achieved my objective. First class service."

Alan Chesterfield - Tax Assist

"I thoroughly recommend Simon, whose dedication, knowledge and down to earth approach means I can always rely on his honesty and focus. Knowing that Simon is able to monitor and advise on all my financial matters gives me great peace of mind."

Simon Knibbs – Partner - Knibbs Associates

"Simon has had my trust over many years by giving professional advice which is sound, understandable and sufficiently flexible to meet my needs. His hard work and dedication is exemplary."

Mr Jonathan Tunnell - Private Client

"Simon is a very pragmatic IFA who takes time to truly understand his clients' personal situation and investment approach. His recommendations have, to date, proved to be very robust - no small challenge in a bad six months for the financial markets. I'm happy to recommend Simon."

Glen Conybeare - Director - GEC Digital

"Great results, expert, high integrity. “It was kind of tough to choose just three of the above qualities to describe Simon. He has assisted us with many financial challenges from mortgages to pensions, and his advice and results have always been first class. He is very personable and you always feel he is on your side, fighting for the best deal. I will always turn to Simon first when I have a need for financial advice.”

Gordon Kenmuir – Private Client

"Simon has provided me with excellent information and recommendations, particularly regarding my many and varied personal and company pension schemes, dating back to the 1980s. His patience, knowledge and understanding of the issues involved knows no bounds. His approach has resulted in a solid final recommendation and re-setting of my varied schemes into a single one with invariably far, far better outcomes. Thank you Simon.

Paul Ashworth - Director - Virtual360

"I engaged Simon to undertake a complete review of my pensions, mortgage and other financial arrangements. The information that he subsequently provided was of an excellent quality, and he took all the time required to explain my options and the implications in each case.

I have continued to use Simon as my financial advisor and I would not hesitate in recommending his services."

Simon Dennis - Managing Director - Greencorn Ltd

“Simon has really gone above and beyond what I ever be expected. His services are second to none.”

Nina Dawes - Private Client


“Simon has carried out work both for myself and my partner and also for a number of my clients, and has provided the highest quality of service.”

Amanda Jackman – AJJ Accountancy

"Simon, I just wanted to drop you a line to thank you for all the fantastic work you do with my portfolio. You are certainly making me feel so much more secure in my, hopefully, upcoming retirement.
Both professionally and personally you are an absolute credit to your profession."

Kim Shrosbree - Private Client