Jane & Michael Fletcher
We always felt we’d invested and managed our finances quite well in the past but with retirement in view and decisions to make about where to live and how to spend our time, we needed some advice. We were also drowning in ISA, funds and pension paperwork, and didn’t feel confident about how to plan for taking income or how long our money might last.
Simon was recommended to us by a friend. We didn’t know what to expect but we’ve been pleasantly surprised by how well he listens and understands our needs. He really helped get our thoughts in order about our plans for the future and the things that are important to us.
We now have a more structured financial plan, which has performed really well over the past five years, and everything is set up to pay us an income when we need it.
Simon is very knowledgeable about all aspects of managing finances and gets what it means to run your own business (and a family!). His insight and experience have been invaluable in helping us to make big financial and life decisions. He’s also quick to respond if we have questions or something pops up that we need help with.
Whenever we’re asked to recommend a good IFA, we always give Simon’s name.
We’ve been pleasantly surprised by how well he listens and understands our needs
"I feel very confident about my family’s long-term financial security."
"He always takes meticulous care in understanding me as a person and my objectives."
"Simon has taken away all the worry of thinking about our finances"
The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested. Past performance is not a reliable indicator of future performance.
Call us today on 020 8371 0982
We have clients all over London including Putney, Fulham, Wimbledon, Richmond, Wandsworth, Southfields and Surrey.
Get in touch today to find out how we can help you.