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Simon is the consumate professional, in a world not so well known for this level of quality advice and service. He ahs advised me over a period of 15 years, and recently we made some big changes to the way I manage my pension. As always, Simon listened carefully to the final outcome I wanted to achieve, did a detailed analysis and offered several alternative options. With further dialogue and mre calculations, we agreed the atsks and sequence. he essentially project managed the entire series of activities, interfacing with multiple parties that all contributed to the new set up. He has been proactive, professional, highly reliable, and gives excellent, tailored, qualified advice. He also behaves like a thoroughly decent human being, being and remaining interested in how my life's goals and ongoing financial arrangements marry up.
Reply from 2021.03.24
Thanks Pete, it has been a pleasure working with you to help you achieve a major lifegoal and I look forward to continuing to work with you in the future.