Daniel West

Buckinghamshire

Timer

I’ve been with my bank since I left school and always relied on them for financial advice. As my career, finances and tax affairs became more complex, the services offered by my bank felt limited and not quite up to scratch.

I’m naturally quite cautious when it comes to my finances, so finding a trustworthy independent advisor was a big decision for me. I‘d worked well with Simon when he was employed at the bank, so I made contact with him.

Simon is someone who provides context for making financial decisions by looking at the long-term, bigger picture. Since putting a plan in place, all my investments have achieved their objectives so far and, in most cases, over-performed.

Simon is very trustworthy and patient when it comes explaining options and financial concepts. We have a good relationship and I respect his views and desire to help his clients make progress with their finances and their lives.

Simon is passionate about his work, and me as a client, and his advice is tailored to my needs as an individual. With Simon’s expert advice over the years, I feel very confident about my family’s long-term financial security and highly recommend him to those in a similar position.

Timer I feel very confident about my family's long-term financial security. Timer

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.

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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.