“Simon was instrumental in helping us make some very important decision about future financial stability and our income in retirement. He carried out a very comprehensive analysis of our current financial position and talked to us in detail about the level of risk we were prepared to take. He answered our questions clearly and concisely and we were reassured by his professionalism and knowledge. We felt very confident in him…everything has been done professionally and we have had regular contact with Simon over the past year.”

"I wanted to invest a sum of money in a way that was in keeping as far as possible with my core values, principally human rights and the environment. I discussed this with my adviser who listened to what I had to say and then recommended an appropriate pathway for investment which satisfied my requirements. I was given time to consider the advice on offer before I decided to invest and am grateful for the opportunity to invest sustainably while also achieving my financial goals"

“I was impressed with the tools they applied and advice provided around a fairly complex pension situation. I am retiring in August, confident in the plan and forecast model we have developed.”