Everyone is different which is why I offer bespoke financial advice to each and every one of my clients. You can be assured that you will receive the highest quality advice possible, tailored to your own individual circumstances. This includes families, businesses and trustees. See what some of my happy clients say below:
★★★★★
“Simon has been our financial advisor for over fifteen years, and was adviser to parents and other relatives. He has been instrumental in helping us efficiently and effectively manage our investments and pension planning so that we could retire earlier than anticipated. Simon has demonstrated a thorough understanding of investment market trends, and has been particularly adept at guiding us on when and where to place our funds in order to generate a sustainable income for our retirement, as well as for estate planning. He has an approachable personality, and he is always patient in explaining complex financial matters to those who don’t know much about the world of investments. We trust him implicitly to always work in our best interests and know that he will always do the right thing at the right time. We have no hesitation in recommending (and indeed have recommended) his services to family and friends.”
Mrs S M, Cardiff
★★★★★
“I’ve been using Simon as my adviser for several years now. During that time, he has helped me gain invaluable knowledge about how personal finances and the tax system work and how to use that to plan for my future. He has always taken his time to explain things thoroughly and has ensured that I have all the knowledge I need to make informed decisions. He has been very patient and worked with me over the years to develop my understanding of these matters, as I initially had very little appreciation of these things. He has enabled me to make my money work for my family and me. I’ve always found Simon amenable, approachable, incredibly knowledgeable and trustworthy. I have no hesitation in recommending him as a financial adviser with great integrity.”
Mr D R, Cardiff
★★★★★
“Simon has given us very good advice for many years and we have benefitted greatly.”
Mr E, Cardiff
★★★★★
“Simon is an expert in his field and helped us have peace of mind with our finances.”
Mr D & Mrs P D, Bridgend
★★★★★
“I have known Simon for over 15 years. He has given me financial advice, guidance and help in my personal affairs. This has been helpful and financially rewarding to me and my wife. I have benefited from Simon’s considerate knowledge on tax affairs, keeping our accounts in a stronger “tax haven”. His company has always been strongly independent, giving him the ability to advise over a wide range of investment companies. I have always appreciated Simons friendly attention.”
Mr A H, Herefordshire
★★★★★
“Simon has been a great help to me in recent years helping me sort out my finances following a life change, and I have been very happy with his advice. His knowledge and experience, along with his approachable manner have made our association a pleasure.”
Ms B J, Cardiff
★★★★★
“Simon is a knowledgeable, vigilant and trustworthy advisor. He is always up to date on new procedures/laws. He advises of all pros and cons with everyone’s best interests at heart. He has my recommendation.”
Mrs B T, Birmingham
★★★★★
“Simon has a wealth of knowledge, is easily approachable. Nothing is too much trouble.”
Mrs R D, Cardiff
★★★★★
“Simon has been my financial advisor for a number of years. I have complete confidence in his integrity, good advice and wide understanding of the financial situation and possible developments. He is always courteous and I appreciate his unfailing patience.”
Mrs S M, Cardiff
