Investing

When I have needed advice I have received an immediate response which was a great comfort and alleviated my anxiety.

My original setup is very good, they offer sound financial advice.

I was very happy and impressed by Simon, he went way beyond my expectations and I found the experience very worthwhile.

He keeps me informed, responds to queries promptly, reassures me and has my best interests taken care of.

Simon does everything plus more as our adviser and this is the type of service you want for family and friends too.

Excellent Financial adviser.

Will recommend Simon to my family. Very easy to understand and very happy with the outcome. Very impressive end results.

Simon has been very proactive and always keeps me up to date as a long distance truck driver I’m very hard to get hold of but he always keeps me in the loop. Compared to previous managers he is a breath of fresh air.

My wife was initially against any financial planner but found your manner and explanation to be open and trustworthy.

I have full trust in Simon Podesta he is trustworthy and answers all my questions no matter how silly some of them are.

I found Kath to be knowledgeable and understood what I was trying to source even when I wasn’t sure myself at the start. Kath explained all my options without being pushy. Very approachable. Thanks Kath

Cannot speak too highly of Simon Podesta. He has always been able to help us no matter what we ask him and never any trouble. Highly recommend him.

Excellent service and advice. I feel secure in the knowledge that my financial future is being looked after.

Very open communication in words and terminology that I can understand; he doesn’t complicate things.

Trust and understanding of my current situation and the changes that will occur to these.