Highly professional and skilled Simon has thoroughly deserved his place as a leader in the financial planning industry. Through our dealings with mutual clients I have seen first hand Simon's caring and proactive approach when it comes to dealing with clients initial. He understands that clients can find financial advice overwhelming so he tailors his approach to suit the clients needs but his sole objective is always to obtain the right outcome for his clients. As a leader in the industry his professionalism is first class and that coupled with his uncompromising approach to transparent and correct advice is why I regularly refer my clients to Simon for financial planning and advice.

A few years ago it struck me that I was nearing my mid to late forties, my son was quickly becoming a man, and I had failed to consider my future financial needs nor had I considered that I may need financial plan. Time had just crept up on me ever so quickly. At the time I was working in a relatively senior position in a large financial institution, therefore I should’ve known better. This is where Simon comes in. He made me instantly feel at ease and structured a financial plan that suited my needs both at that time and that was flexible enough to accommodate a career break not long after, due to a significant health concern and a major change in my employment situation. The guidance and support provided by Simon then was invaluable insofar that he structured his advice so that I didn't need to worry about my finances, namely my mortgage, young son, and living expenses whilst I was unable to work. Simon has always spent the time to really understand my needs, build a relationship based on trust, integrity and knowledge and has the capability to break down, what can be for someone like me, a complex set of numbers into something even I could understand. He ensured my plan incorporated both my lifestyle and financial position taking into consideration both my current and future needs. If you are looking for someone that is operating at the top of the financial planning arena but with a genuine desire to meet your unique needs and who is highly personable and friendly and willing to work with you as your circumstances change then I can highly recommend him.

Highly professional and skilled Simon has thoroughly deserved his place as a leader in the financial planning industry. Through our dealings with mutual clients I have seen first hand Simon's caring and proactive approach when it comes to dealing with clients initial. He understands that clients can find financial advice overwhelming so he tailors his approach to suit the clients needs but his sole objective is always to obtain the right outcome for his clients. As a leader in the industry his professionalism is first class and that coupled with his uncompromising approach to transparent and correct advice is why I regularly refer my clients to Simon for financial planning and advice.

A few years ago it struck me that I was nearing my mid to late forties, my son was quickly becoming a man, and I had failed to consider my future financial needs nor had I considered that I may need financial plan. Time had just crept up on me ever so quickly. At the time I was working in a relatively senior position in a large financial institution, therefore I should’ve known better. This is where Simon comes in. He made me instantly feel at ease and structured a financial plan that suited my needs both at that time and that was flexible enough to accommodate a career break not long after, due to a significant health concern and a major change in my employment situation. The guidance and support provided by Simon then was invaluable insofar that he structured his advice so that I didn't need to worry about my finances, namely my mortgage, young son, and living expenses whilst I was unable to work. Simon has always spent the time to really understand my needs, build a relationship based on trust, integrity and knowledge and has the capability to break down, what can be for someone like me, a complex set of numbers into something even I could understand. He ensured my plan incorporated both my lifestyle and financial position taking into consideration both my current and future needs. If you are looking for someone that is operating at the top of the financial planning arena but with a genuine desire to meet your unique needs and who is highly personable and friendly and willing to work with you as your circumstances change then I can highly recommend him.

Highly professional and skilled Simon has thoroughly deserved his place as a leader in the financial planning industry. Through our dealings with mutual clients I have seen first hand Simon's caring and proactive approach when it comes to dealing with clients initial. He understands that clients can find financial advice overwhelming so he tailors his approach to suit the clients needs but his sole objective is always to obtain the right outcome for his clients. As a leader in the industry his professionalism is first class and that coupled with his uncompromising approach to transparent and correct advice is why I regularly refer my clients to Simon for financial planning and advice.

A few years ago it struck me that I was nearing my mid to late forties, my son was quickly becoming a man, and I had failed to consider my future financial needs nor had I considered that I may need financial plan. Time had just crept up on me ever so quickly. At the time I was working in a relatively senior position in a large financial institution, therefore I should’ve known better. This is where Simon comes in. He made me instantly feel at ease and structured a financial plan that suited my needs both at that time and that was flexible enough to accommodate a career break not long after, due to a significant health concern and a major change in my employment situation. The guidance and support provided by Simon then was invaluable insofar that he structured his advice so that I didn't need to worry about my finances, namely my mortgage, young son, and living expenses whilst I was unable to work. Simon has always spent the time to really understand my needs, build a relationship based on trust, integrity and knowledge and has the capability to break down, what can be for someone like me, a complex set of numbers into something even I could understand. He ensured my plan incorporated both my lifestyle and financial position taking into consideration both my current and future needs. If you are looking for someone that is operating at the top of the financial planning arena but with a genuine desire to meet your unique needs and who is highly personable and friendly and willing to work with you as your circumstances change then I can highly recommend him.