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

Simon is always there to answer any questions or concerns that we may have. He deals with our finances as if they were his own. There is nothing that is too much trouble for our adviser – even travelling the 100km to come and see. We couldn’t ask for any better service!

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

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

It’s what we’ve been missing for quite a long time, and the service that has been provided to date is of the highest quality.

He is so easy to talk with and is very helpful when needed.

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.

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

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

Any questions I have are only a phone call or email and reply the same day…very happy with the way my money is growing.

Very satisfied with Simon’s direction and advice.

We found Simon to be very helpful and respectful of our position and easy to talk to. The service is to be commended, we could not wish for better. We found his knowledge in handling the affairs of our family to be over and above expectations.

There are no others that would even come close to this company, and I don’t often refer, especially family members to these kind of services – I would here.

Our adviser keeps us informed of any new developments, changes in policies or procedures and is caring and considerate at all times.