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Email:  |  Phone: 0800 975 0332
Email:  |  Phone: 0800 975 0332


“Simon gave some valuable advice to our clients for Pension & Investment advice. He was very professional in his approach and we had very good feedback from our clients. His knowledge is exceptional in the Pension & Investment market and we highly recommend him to anyone seeking advice for Pension & Investments.”

GH, Bromsgrove

“At the heart of Simon’s business is his client focused approach. It is expected that he is an expert in his field, but what makes him stand out is his committment to providing an excellent service.”

AH, Birmingham

“Simon is an intelligent and conscientious individual. The services that he is able to provide are bespoke to the needs of the individual or Company in question and are only offered after much discussion. Simon possesses a level of integrity and foresight in keeping with his role and I would highly recommend him to both businesses and individuals seeking a professional financial advisor.”

MC, Warwickshire

“I have worked with other IFAs in the past, however with Simon I feel he is genuinely interested in my finances and how to maximise them. We have regular reviews initiated by Simon and he also provides useful updates on financial changes.
My conversations with Simon are always two-way, it is easy to talk to Simon about money and business. During our conversations we may discuss matters that effect either one of us and Simon listens and acts upon suggestions.”

KE, Birmingham

“Simon methodically talks through each area of financial planning – he spent time understanding my current position and then explaining areas for consideration.
He has an excellent professional manner – I felt as if he had a strong understanding of each area we covered and communicated in a very positive way.”

GP, Surrey

“I took early retirement in 2012 and also relocated from Essex to Birmingham. Simon was recommended by a friend to advise me on the investment of funds that I had after completing the purchase of my new property. At our first meeting he immediately made me feel at ease and confident about investing my money. I subsequently sought his advice about my pension arrangements and have now obtained a much more flexible scheme that suits my needs. I have regular reviews of my finances and feel re-assured that if my current investments were not meeting my needs Simon would source suitable alternatives. Simon is friendly, approachable and very professional and I would have no hesitation in recommending him to others.”

HB, Erdington

“Simon is a very pleasant personable advisor. He is kind and takes time to listen to your individual needs. He gives very thorough advice and is certainly not a pushy person. Everything he does he backs up with appropriate literature. I recommend him without hesitation or reservation.”

PC, Lichfield

“Excellent communicator who was able to provide me a clear framework and advise on how best I should move forward.”

NH, Birmingham

“answered all our questions and gave us the advise we needed to make the decisions we made.”

JH, Staffordshire