Thursday 15th November 2018 at Woodland Castle, Taunton. 10:30am – 3:00pm including refreshments and light lunch. The event will hear from...
A forward thinking, dynamic company that provides Independent Financial Advice to private clients and businesses
What do they think?
‘Simon is exceptional in the way he explains everything so that it is easily understood by a layman. He does not try to hide things he fully explains all advantages and any possible shortfalls if there are any.’
‘Simon took time to understand my personal circumstances and his advice was very clear and balanced. He went through a variety of options so I was able to understand them in other words he explained it in easy to understand language quite a talent given the complexity of some of the offerings!’
‘Simon visited with Stephen Bennett, our Rathbones portfolio manager. The visit took place shortly after the referendum result, and they took great trouble to explain the possible consequences of the result on our economy and on our investments and the steps that had already been taken to minimise any adverse consequences to our investments.’
‘Very helpful and attentive, also very good at explaining in a manor suitable for me.’
‘I met Simon who manages my brothers portfolio just after my husband died but at that time I was not ready to think properly about finances or make commitments but now I am and have asked Simon to act for me as he has given me confidence and I know that my brother’s portfolio has done well’
‘We are completely happy with the advice and the amount of detail Simon goes into to make sure we understand what we are doing.’
‘Simon is very personable and very pleasant to work with. We like his relaxed but professional style. He is always on time and dependable.’
‘Simon was very professional from the initial phone call to the meeting at his office. I look forward to engaging his services again when the need arises and will wholeheartedly recommend him to other friends and associates.’
‘We feel our adviser has our best interests at heart when investing our money. Simon has become more like a friend but equally very professional.’