WHAT OUR CLIENTS SAY
Our portfolio was quite dated and not producing what we expected from the marketplace. For some time now, my wife and I have been searching for a financial adviser to take over our financial affairs and guide us to compiling a more efficient and tailored financial portfolio. We wanted someone , who doesn’t just push their own products but instead listens to our needs and then sets about presenting the best solution. Well, we not only found someone who listens, but someone who has actually saved us money in the process of establishing our revised financial goals. Simon, has quickly earnt our confidence and trust, which is extremely rare for us. Simon is all about meeting our objectives and not his own business interests. He has gone way beyond what is normally expected of a financial adviser and is now considered a trusted member of our family. We have no hesitation in recommending Simon to anyone genuinely searching for a polite, extremely professional and caring financial adviser. We have young adult children and hope one day, Simon will start to guide them on their financial journey.
Simon, is the only one I trust, I won’t let anyone else look after my finances.