I will continue to use Simon in the future to help me with my clients’ financial planning needs.”
Simon over saw the initial reinvestment of the funds which I have found much improved in terms of return and growth.
Advised and implemented my retirement process Organised the updating of our wills.*
Advised and organised the setting up of various efficient trusts.*
If Simon does not know the answer to a related matter he will admit this and find out always coming back with the information.
He is punctual when attending arranged meetings which we have every 3 months or sooner to keep updated on matters.
I have now reached the stage where I completely trust Simon to provide me with the best advice to suit our circumstances.
One of his attributes is if he says he is going to come back to me on a point he notes this at the time and always responds with the information in a timely fashion.”