I needed help on a wide range of financial matters; for me, my parents and my children. Some of the issues were quite complex in nature (pensions, Inheritance Tax and shares), so it was important to me to find someone who could understand our aims, talk to us about the issues in plain english and help put a plan in place.
Simon has been fantastic. He always listens carefully to our challenges and aims, and undertakes all the necessary research into our policies and plans. He came up with a series of recommendations to help achieve our goals and we’ve been very pleased with the progress since.
Trust and reliability are important to me and Simon is always very approachable and responsive - we regularly review my family’s financial affairs and he’s always there whenever we need him.
I’ve recommended Simon to friends and people in my professional network on many occasions and will have no hesitation doing so in future.
We regularly review my family’s financial affairs and he’s always there whenever we need him
"He always takes meticulous care in understanding me as a person and my objectives."
"I feel very confident about my family’s long-term financial security."
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.