“Simon set up, and took on the management of, an investment portfolio. I can honestly say I would not have known how to navigate the complexity of it all and make the most of my options without him. Throughout Simon was exceptionally clear, well-informed, pro-active, supportive and helpful, and a great pleasure to deal with. I could not recommend someone more highly…. The outcome far exceeded my expectations… The process, too, was much easier and straightforward than I expected –all thanks to Simon’s knowledgeable and clear advice and guidance.”

Lisa asked me what I wanted from my money and advised me without being pushy. I felt she understood what I needed and I would not hesitate to recommend her to anyone needing advice. she has always been readily available when I had any questions. I feel she is always keeping an eye on things for me. I feel so secure knowing you are keeping an eye on things for me!

“With Simon’s help and advice, all my separate pension pots have since been consolidated such that there is now a much better Investment Plan in place. Having since taken early retirement, Simon has provided excellent advice and guidance as to the most efficient route that we should be taking in releasing funds from our savings and pension pots. This in turn has given us much confidence for the future, and we look forward to Simon’s ongoing assistance and support accordingly.”

“Lisa makes the options clear, giving a great understanding of the pros and cons. She makes the risks clear as well as the rewards, and does not overstate either. She is warm and listens well, but she is also very efficient and does not waste your time. She makes it simple but is not simplistic. She is incredibly helpful, even sorting through our old piles of pension paperwork and weeding out what we needed to keep and what we could destroy. When things change in the market Lisa gets in touch proactively to suggest tweaks to the portfolio. She is incredibly approachable but also very professional. Couldn’t be happier. I have walked way from 2 Financial Advisors before Lisa, but she is a keeper!

“Lisa thoroughly reviewed our portfolio. Outlining convincingly that it was feasible. Proactively came up with a comprehensive plan. She took on board our situation and considerations receptively. Very friendly and easy to get on with… We can’t fault Lisa. We had quotes and advice from three financial advisors. But her approach was more energetic, friendly and responsive. Plus myself and wife got along with her very easily.”

“Simon is very knowledgeable and explains options clearly.  I feel confident that he is giving me very good advice and he takes time to talk to you and understand your particular circumstances.  I am really happy with the service I get from simon.  He is the expert and I went to him as I did not want to invest money without getting advice from someone who knows and understands the markets.”

“Lisa had a clear understanding of our circumstances and needs, and gave advice that was appropriate , concise and sensible. I am fully satisfied. Lisa approached my requirements my understanding what I need ( I am financially cautious) and giving advice that was highly suitable.”

“I have been so satisfied with the service and professional advice that I was given.  I found him very knowledgeable, polite and very professional.  We know we can contact him anytime we have questions or instructions, and he always contacts us if there is anything that may affect out plans”

“Simon has provided regular monitoring and updates throughout the turmoil caused by the pandemic to ensure that my pension funds are faring as well as possible during the crisis”