Soon-to-be retiree

Simon has been our family’s financial planner for more than a decade. He’s always paid thorough attention to the details of our situations, with each generation having different needs. We feel confident in his advice and secure in the coherent plans we have devised with his expert assistance.

Simon has provided me with pension and investment advice for the last 15 years. It is essential these are handled with professionalism and importantly trust. Simon has provided both.

Mark put us at ease and explained clearly the importance of adopting a sound pension investment strategy. Mark’s close way of working with clients was invaluable, given his knowledge of historical investment data and real-time global market knowledge.

I knew I needed help to manage my finances after my husband died. Simon came to see me and realised very quickly the position I was in. He carefully explained everything, discussed what types of investments I’d prefer, and how everything would proceed from there.

After a few bad experiences, I wanted someone I could trust, who took my goals (and worries) seriously, and who was in it for the long term. Simon and his team exemplify these qualities. They’ve provided unwavering support and down-to-earth advice.

As a small business owner, I wanted to get the best financial advice to manage my personal finances, especially in advance of retirement. Simon provided advice to maximise the value of my pension and investment, and his highly personalised service has made life easier for us.

Mark provides clear, practical advice tailored to my financial needs. His expertise has been particularly beneficial in helping me navigate the complexities of pension planning, ensuring I make the most tax-efficient decisions for my future.

Simon patiently worked through my many questions and reassured me when I had concerns over market turmoil and long-term fund impacts. His open and collaborative approach has been great and I look forward to many more years working with him and his team.

I needed advice regarding financial planning for retirement and how I should best invest several pension pots and ISAs. Simon guided me through the options and I felt confident to act on his recommendations. I have been very pleased with the results achieved so far.

Simon has provided timely advice concerning the optimal action for investment opportunities or accessing funds when needed. Despite the challenges from domestic and global events, our portfolios have flourished. We trust Simon's integrity and value his consistently dependable guidance.

We'll always be grateful that Mark understands us well enough to advise appropriately. We now have a fixed income that gives us a nice standard of living, and when affordable, we take additional income for the nicer things.

Following retirement to Thailand, Simon provided help and assistance in what was best for my pensions and investments to retire overseas. I couldn’t navigate these complexities without Simon's expertise and help. His investment advice has always been sound and well-based.