Simon Wateridge

Review from verified client

September, 2024

What were the circumstances that caused you to initially look for an adviser?

As an ex advisor I knew the benifts that a professional could bring

How has Simon Wateridge helped you?

Simon has helped tremendously in guiding me into and through my initial retirement providing very valuable advice. He uses the tools he has available and also brings his own personal style to explaining the effects of any outcomes.

Have you seen the outcome you were hoping for?

Absolutely!

What could they have done better?

Nothing really

Review from verified client

July, 2024

What were the circumstances that caused you to initially look for an adviser?

Helping me to understand my pension and the options to drawdown from it

How has Simon Wateridge helped you?

He gave the advice I needed in very understandable terms. I’ve always struggled to understand, and have subsequently ignored, my pension options. He’s made it simple.

Have you seen the outcome you were hoping for?

I only saw him a couple of days ago, so not yet.

What could they have done better?

Nothing.

Simon's reply

Thank you for the kind review, Fiona. It was lovely to meet you. I'm glad I could help you understand your pensions in more detail (which can be daunting at times!) and your proposed strategy. Happy to help! Take care and speak soon, Simon

Review from verified client

July, 2024

What were the circumstances that caused you to initially look for an adviser?

Advise on my existing pensions

How has Simon Wateridge helped you?

Simon has been a massive help in pulling all my existing pension pots i had in to one pot.

Have you seen the outcome you were hoping for?

yes we had our first review this month and at the moment seems to be doing well

What could they have done better?

Not much more all good

Simon's reply

Hi Ian, Thank you for the positive review, it's really appreciated. It's been my pleasure in helping consolidate your pensions to make them work harder in the run up to retirement. I'm looking forward to helping you plan for your retirement in the years to come. Many thanks & speak soon, Simon

Review from verified client

June, 2024

What were the circumstances that caused you to initially look for an adviser?

I had a pension plan as part of divorce settlement

How has Simon Wateridge helped you?

Provides excellent advice/guidance on my pension plan investments and retirement plans

Have you seen the outcome you were hoping for?

Yes I am happy with the outcome Unfortunately Brexit, Covid & Liz Truss put a spanner in the works.

What could they have done better?

Nothing

Simon's reply

Thank you for the 5* review Tracey, really appreciated. I’m looking forward to the coming years and helping you plan for your retirement, which is very exciting - also, very glad we are back on track after a difficult investment period for everyone. I look forward to speaking again soon. Simon

Review from verified client

June, 2024

What were the circumstances that caused you to initially look for an adviser?

Personal pension advice

How has Simon Wateridge helped you?

Annual meeting re. Pension plan and performance

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Simon's reply

Thank you for the 5* review, Gary. It's really appreciated. I'm pleased to read that you're seeing the outcome you were hoping for and that you would be comfortable in recommending me to family & friends. As always, if there is anyone in mind, please feel free to pass on my contact details and I'd be happy to help. Kind regards, & speak soon, Simon

Review from verified client

June, 2024

What were the circumstances that caused you to initially look for an adviser?

Needed to put all my pensions in one pot

How has Simon Wateridge helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Simon's reply

Thank you for the 5* review, Nick, it’s really appreciated. It was a pleasure to speak with yourself and Karen and I look forward to continuing to work with you both in planning for your futures. Take care and speak soon, Simon

Review from verified client

June, 2024

What were the circumstances that caused you to initially look for an adviser?

I have been being advised for many years. It was my ignorance in the matter of pensions that made me initially look for advice.

How has Simon Wateridge helped you?

He had helped me understand my situation & I feel I can approach him for his advice when I need it.

Have you seen the outcome you were hoping for?

Its a long term situation

What could they have done better?

Nothing that I know of

Simon's reply

Hi Jenny, Thank you for the kind review. I’m so glad to read that you’re comfortable in asking any questions as and when they arise - it’s always a pleasure hearing from you. Take care and I look forward to speaking with you again soon. Simon

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

I was on a regular pension scheme previously and wanted to maximise my pensions pot growth. That was when I started to look for a specialist pensions adviser to do the job.

How has Simon Wateridge helped you?

He has helped advised on my risk appetite, and how much I can invest. He also conducts a full review annually to discuss the performance of the investments and my progress towards financial independence.

Have you seen the outcome you were hoping for?

Yes, so far I have been happy with the progress and growth since switching to a specialist pensions adviser.

Simon's reply

Thank you for taking the time to provide a review Antony, its really appreciated. Its encouraging to read that you'd be a passionate advocate in referring / recommending me to any friends, family or colleagues - of course, if you have someone in mind, I'd be delighted to speak to them! Take care, and speak soon, Simon

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

My long term financial advisor suggested I get an expert pension advisor with the company INTELLIGENT PENSIONS.

How has Simon Wateridge helped you?

Keeping me informed about efficiently managing my pension pot and planning mid term and long term in retirement.

Have you seen the outcome you were hoping for?

Yes e.g. clear presentations and explanations. Encouraging that the pension investments grew by £20,000 in the six months since November 2023 and I’m not even a millionaire.

What could they have done better?

Nothing comes to mind.

Simon's reply

Thank you for the kind review, Liam, very much appreciated. I'm pleased to read you've been impressed with the pension's performance which our Investment Director's strategical changes have proved to be beneficial. Knowing that my advice and presentations are being delivered in easy to understand language is great to hear, too. Take care and speak soon, Simon

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

Wanting my investments in one place

How has Simon Wateridge helped you?

Pension advise

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Yes

Simon's reply

Thank you for the positive review, Kim. It's really appreciated. I'm glad you've received the outcome you're looking for. Please do feel free to get in touch should you have any questions at all. I'm always here to help. I look forward to speaking again soon. Simon

Review from verified client

May, 2024

What were the circumstances that caused you to initially look for an adviser?

Pension

How has Simon Wateridge helped you?

He is very thorough in his knowledge and advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Simon's reply

Thank you for taking the time to provide a review, Richard, which is really appreciated. It's great to read that you'd feel comfortable in recommending us to friends and family which is a very positive outcome. If you have anyone in mind, I'd always be happy to help or have an initial conversation. Take care, and I look forward to speaking again soon. Simon

Review from verified client

April, 2024

What were the circumstances that caused you to initially look for an adviser?

Yearly appointment.

How has Simon Wateridge helped you?

Given us the information about our pension and investments.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No

Simon's reply

Thank you for the positive review, Alan. Its a pleasure speaking to both you and Suzanne, and I'm always happy to help and field any questions throughout the course of the year, which I'm glad you've found useful. Wishing you all the best, and I look forward to speaking again soon. Kind regards, Simon

Review from verified client

April, 2024

What were the circumstances that caused you to initially look for an adviser?

I was already a client and Simon took over my portfolio

How has Simon Wateridge helped you?

Sensible, intelligent up to date market advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Simon's reply

Thank you for the 5* review, Laurie. Always a pleasure speaking with you , and great to hear that you've seen the desired outcome from your pension fund. I look forward to speaking again soon. Kind regards, Simon

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

Annual review of pension funds

How has Simon Wateridge helped you?

Extremely knowledgeable & able to portray that knowledge in an easy to understand way. Very helpful with retirement planning, discussing the many options available to us.

Have you seen the outcome you were hoping for?

Yes, very pleased with the progress of the funds.

What could they have done better?

N/A

Simon's reply

Thank you for the kind review Jill. It's always a pleasure to speak with you and Tim to help plan for the future, along with discussing the many options available in order to arrive at the best outcome for you both. I love reading 'able to portray that knowledge in an easy to understand way', as dealing with finances can be a complex area, so I am really glad you are far more comfortable and informed from our meetings. Take care & I look forward to working together for many years to come. Simon

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

Simon was our new advisor taking over from our earlier advisor . Simon has a very professional approach and can see it from a client's perspective.

How has Simon Wateridge helped you?

Simon has helped my Wife and I enormously. His easy going nature combined with hard facts and data regarding our pensions has provided us with a good understanding of where we are and where we want to be in terms of our pensions.

Have you seen the outcome you were hoping for?

Yes, Simon has provided clarity and made us realise how we can use our pensions so they can work for us cost effectively.

What could they have done better?

At the moment we are very happy with Simon's friendly service. We would recommend him to family and friends.

Simon's reply

Thank you for the kind review, Ajoy. I always find it reassuring reading comments like 'very professional', 'easy going nature' and most importantly 'see it from a clients perspective'. Unravelling what can be a very complex area in pensions and investments and explaining in easier to understand language is part of our job, and a skill in itself... so it is really appreciated when I read such comments / feedback knowing that our discussions and meetings are received well. I look forward to continuing to work with yourself and Madhavi for many years to come. Kind regards, Simon

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

I was in need of advice in combining various pension funds.

How has Simon Wateridge helped you?

First class friendly advice on annuity and drawdown pensions.

Have you seen the outcome you were hoping for?

Very happy with the outcome of combining various pension funds and advice on drawdown and annuity pension plans.

Simon's reply

Thank you for the kind review, Steve, very much appreciated. I'm glad you have been able to better understand your options at retirement, which has helped you make a more informed decision based on what's important to you. I look forward to speaking again soon. Kind regards, Simon

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

recomendation by a friend

How has Simon Wateridge helped you?

clear and concise pension advice

Have you seen the outcome you were hoping for?

not yet

What could they have done better?

nothing

Simon's reply

Thank you for the kind review Grant. It's really appreciated. I'm very glad to have been able to help you in the past 18-24 months at an important time with retirement looming, and look forward to working with you to achieve your goals in the near future. Kind regards, Simon

Review from verified client

March, 2024

What were the circumstances that caused you to initially look for an adviser?

This is a continuing relationship over many years.

How has Simon Wateridge helped you?

With my private pension requirements.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

Simon's reply

Thank you for the 5* review, Graham. A pleasure speaking with yourself and Ellie recently. It's always reassuring to hear that you are confident in our services, and would recommend us to friends and family, too. Take care, Simon

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

Personal recommendation from my financial advisor

How has Simon Wateridge helped you?

Primarily my pension and planning for retirement

Have you seen the outcome you were hoping for?

Yes

Simon's reply

Thank you for the 5* review Steve, its really appreciated. Glad to be able to help with planning for your retirement, and look forward to speaking again soon. Kind regards, Simon

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

I was given the opportunity to retire early from work and wanted to see what my options were .

How has Simon Wateridge helped you?

Most definitely , what I particularly like about Simon is that nothing is ever too much trouble and how he relates the pension and financial jargon into layman’s terms for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

The lengthy process although probably out of Simon’s control and put their to protect me as the consumer

Simon's reply

Thank you for the kind review, Julie. It has been an absolute pleasure to be a part of your retirement journey, and helping you understand the somewhat complex area of pensions (!). I look forward to continuing to work together in the future and helping you plan for many more years to come. Speak soon, Simon

Review from verified client

February, 2024

What were the circumstances that caused you to initially look for an adviser?

Help in planning for in the future

How has Simon Wateridge helped you?

Time and valuable advice in our pension planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not sure they can do better in the current market

Simon's reply

Thank you for the 5* review, Cliff. A pleasure to speak with both you and Anne in helping you plan for the future, and most importantly, your holidays! Thanks again & speak soon, Simon

Review from verified client

December, 2023

What were the circumstances that caused you to initially look for an adviser?

I initially looked for an adviser to assist with my pension

How has Simon Wateridge helped you?

Simon has been extremely helpful, he always explains the item that is being discussed in a realist way being open and honest. His advise has help with making my pension work for me at the required risk

Have you seen the outcome you were hoping for?

Absolutely, i will be able to retire according to my plan

Simon's reply

Thank you for your 5* review, Karen. A pleasure as always. Looking forward to continuing to work together too meet your intended retirement - Brilliant to see a plan which has been well executed! Kind regards, Simon

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

My wife and I wanted a pension provider that provided facts on how our pensions were faring and how this would impact us for the future in terms of projections. We wanted these facts to be explained in simple language that my wife and I understood. IP have provided this in both these aspects.

How has Simon Wateridge helped you?

Simon is always approachable and professional. He has the ability to explain our pension situation now and project it for the future in jargon my wife and I understand. He is always polite and we know we can rely on him as he is very knowledgeable in the pension sector.

Have you seen the outcome you were hoping for?

My wife and I have not retired but with the information we are provided with on a regular basis, we hope this will provide us a good base to work from

What could they have done better?

Nothing to add

Simon's reply

Thank you for the positive review, Ajoy. It's been a pleasure to speak to you and great to read that you have found our meetings and discussions to be valuable in planning for your future retirement. I look forward to speaking with you again soon. Kind regards, Simon

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

We have been with Intelligent Pensions for many years and Simon was a replacement for Steve Bush

How has Simon Wateridge helped you?

He has given us an update on how the Pension Plan is progressing and also our AJ Bell investments. Also advice on moving some of the funds around to help avoid some Inheritance Tax

Have you seen the outcome you were hoping for?

Yes the outcome is pretty good in respect of the unsettled climate of the last year.

What could they have done better?

I do not think anyone could have done better

Simon's reply

Thank you for the positive review, Linda. I always look forward to our meetings and it's always a pleasure to sit down with you and Terry to plan for your ongoing retirement, ensuring not only your finances remain on track, but also to look ahead for the future generations. I look forward to speaking with you both soon. Kind regards, Simon

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

To steer me through the pension maze now that more options are available.

How has Simon Wateridge helped you?

He dealt with my relative ignorance on what plan/s would suit my future requirements in a very professional manner and in a way that i could understand and without clouding any issues with his knowledge.

Have you seen the outcome you were hoping for?

We discussed what i wanted taking into considerations various options, we had verbally agreed on which plan of action best suited my requirements and i will be receiving a resume` of his recommendations in due course.

What could they have done better?

As far as i am concerned, with my limited knowledge of the industry, Simon is the perfect answer to confidently administer my pension related future and quite possibly other financial matters.

Simon's reply

Thank you for the review, Terry - a pleasure as always to sit down with yourself and Lin to discuss your pensions and future plans. A big part of our job is explaining the sometimes complex nature of the financial world in a manner which is easy to understand, so I'm glad to hear that this was achieved and you are now more informed as a result. I look forward to speaking with you again soon, and working with you on the other areas we discussed in 2024 and beyond. Kind regards, Simon

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Had some pensions that I needed to transfer and needed management of the pots. I also have recently had a young child so was looking for advice on life insurance, income protection and critical illness cover

How has Simon Wateridge helped you?

Simon helped me select levels of income protection, critical illness and life cover that were suitable for my current circumstances and that fitted with my monthly budget. Simon also took on the management of my pension funds, following some conversations about my risk appetite and hopes for retirement.

Have you seen the outcome you were hoping for?

Yes, I have all my protections in place now and am very happy with them. I’m also less anxious about my pensions pots in the current financial markets.

What could they have done better?

None, Simon was a pleasure to deal with throughout the process, and continues to be

Simon's reply

Thank you for the 5 star review, Joe. Always a pleasure to speak to you. Great to read that you are feeling comfortable with your investments and financial future. I look forward to speaking with you again soon. Simon

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

I needed to advice on some pensions that I have/had and possibly looking to consolidate them but not knowing where to look

How has Simon Wateridge helped you?

Simon knew exactly what to do and advised me on where to transfer my pensions into a new account that will work for me in the future

Have you seen the outcome you were hoping for?

Absolutely and will continue so

What could they have done better?

Nothing he’s great

Simon's reply

Thank you for the 5 star review, Joe. A pleasure as always to speak to you and advise you on your pensions. I look forward to continuing to build for your retirement and speaking again soon. Simon

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

I have had only one meeting with Simon. He was mostly interested in showing me his ability to produce electronic data/reports. Not a lot of depth on whethether my pension fund was being well managed

How has Simon Wateridge helped you?

Setting up online reporting and access to a portal

Have you seen the outcome you were hoping for?

Not really.

What could they have done better?

IP has a high charging regime, and investment returns on my fund have been poor this year

Simon's reply

Thank you for taking the time to provide a review, Peter. Your review is due in December this year, so I look forward to speaking with you then, and hearing about the outcomes you are wishing to achieve. You are always most welcome to contact me to discuss any economic concerns you may have, which, as we know, have proved difficult for almost every investor of recent. I'd also be more than happy to discuss our fees which should be clearly highlighted to you within each review report. If there is anything more I can do to help, please do get in touch. Kind regards, Simon

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

My husband passed away

How has Simon Wateridge helped you?

Yes

Have you seen the outcome you were hoping for?

Yes

Simon's reply

Thank you for you 5 star review Dilys. It has been a pleasure to help you clearly understand the options available to you through a difficult period of your life. As always, I'm hear to help. So, please do not hesitate to contact me with any questions you have throughout the process. Speak soon, Simon

Review from verified client

November, 2023

What were the circumstances that caused you to initially look for an adviser?

Needed to invest

How has Simon Wateridge helped you?

Found right investment for me

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not really

Simon's reply

Thank you for the 5 star review, Paul. A pleasure to be working with you and to help achieve your retirement goals. Brilliant to read that you're confident to ask any questions throughout the year. I look forward to speaking again soon. Simon

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

Needed help & required advice on my pension options

How has Simon Wateridge helped you?

Helped me assess and ascertain options & advised on my pension

Have you seen the outcome you were hoping for?

Absolutely

What could they have done better?

Nothing could of been done better

Simon's reply

Thank you for the review, Greg - a pleasure to speak with you regarding your pension and how to invest for the long term with keeping retirement in mind. I look forward to speaking with you again soon.

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

A pension advisor was recommended to me by my financial advisor

How has Simon Wateridge helped you?

Simon took over as my advisor a while ago and very quickly got up to speed with my details and requirements. I recently ask Simon for advice on how to make best use of my pension funds and he gave me some great advice and has set the wheels in motion

Have you seen the outcome you were hoping for?

I am still waiting for the final result but everything is under way and i am extremley grateful.

What could they have done better?

I do not think that Simon could have done anything any better, he listened to my requirements and advised accordingly

Simon's reply

Thank you for the kind review, David. From listening to your needs and using our cashflow forecasting tool to determine the best outcome for you, I'm glad I have been able to provide you confidence and peace of mind in your finances for the future. I look forward to speaking with you again soon.

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

I chose Intelligent Pensions when I was looking for advice on consolidating pension funds and planning for retirement. Simon took over from a retiring colleague who had served me well for a number of years.

How has Simon Wateridge helped you?

Simon has helped on my annual pension review and provided advice on clearing my mortgage and consolidating funds.

Have you seen the outcome you were hoping for?

I have.

What could they have done better?

I was happy with the service provided.

Simon's reply

Thank you for the review, Craig. I'm pleased to hear that you've been happy with the service you've received from Intelligent Pensions and myself, which has installed confidence in making important financial decisions. I look forward to speak with you again at our next review meeting.

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

annual review

How has Simon Wateridge helped you?

advised for forthcoming year

Have you seen the outcome you were hoping for?

not at present, unforfortunately circumstances are being driven by current economic climate.

What could they have done better?

not sure!

Simon's reply

Thank you for the review, Neil. A pleasure to meet you earlier this year and I look forward to speaking with you again at our next review meeting (and hopefully you are able to have had a few more holidays before then!). As always, if you have any questions before our next review meeting, please do not hesitate to contact me.

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

My pension fund was not doing well till i was placed with intelligent pensions Its the best move I have made for retirement

How has Simon Wateridge helped you?

Simon helped me to leave my pension in draw down and use my savings for a year or 2 as the Return on the savings was poor but the pension fund has done well

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing If I need to get more advice the answers are quickly there

Simon's reply

Thank you for the 5 star review, Richard. I'm delighted to hear that working with Intelligent Pensions has been the 'best move' you have made for your retirement. Working together and assisting you in improving the tax efficiency of your wider finances has been a pleasure. I look forward to hearing about everything you and Bridget have been up to at our next review meeting.

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

The need for pensions advice and management from a recommended provider

How has Simon Wateridge helped you?

Simon is very clear in communications very helpful in explaining any details.

Have you seen the outcome you were hoping for?

No the pension has not performed well over the last 2 years which linked to high costs is a little concerning. However, I understand that I am not alone given the wider global problems.

What could they have done better?

Not sure

Simon's reply

Thank you for the review, John. I'm pleased you have found our reviews useful and installed confidence in making important financial decisions in your life. I look forward to speaking to you soon to hear about your plans for the future.

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

Ongoing retirement advice

How has Simon Wateridge helped you?

Yearly review

Have you seen the outcome you were hoping for?

Yes

Simon's reply

Thank you for the 5 star review, Andy. I'm pleased that you have seen the outcomes you desire. I look forward to continuing to work with you in the future.

Review from verified client

October, 2023

What were the circumstances that caused you to initially look for an adviser?

To make my pension more sustainable

How has Simon Wateridge helped you?

Only had one meeting but very clear and concise with his explanations

Have you seen the outcome you were hoping for?

Current climate in the world meaning all pensions could do better but given time things will improve

What could they have done better?

No one has a crystal ball so presumably my investments are the best on offer, hopefully nothing better could have been done otherwise someone isn't performing well

Simon's reply

Thank you for the review, David. A pleasure to meet you and hear that I was able to explain matters in a clear and concise manner. As always, please do feel free to contact me if you have any questions, and I'd be more than happy to have a conversation with you to continue to help you feel comfortable in your investments. I look forward to speaking with you again soon.

Review from verified client

February, 2023

What were the circumstances that caused you to initially look for an adviser?

We have been clients of Intelligent pension for a number of years via recommendation

How has Simon Wateridge helped you?

Simon has recently taken over from our previous advisor who retired We found him to be very knowledgeable, explained options in easy to understand language and discussed benefits that had not been explored before

Have you seen the outcome you were hoping for?

Awaiting formal reports and actions - but very pleased with the advice - there was no "hard sell" or pushing of products and we will reflect and act on recommendations in due course

Simon's reply

Thank you for the review, Toni. I'm pleased to have been able to explain somewhat complex financial matters in an easy to understand manner, as I appreciate the world of finance can be a minefield at times! I'm looking forward to speaking with you again soon.

Review from verified client

February, 2023

What were the circumstances that caused you to initially look for an adviser?

Investment of pension funds

How has Simon Wateridge helped you?

Yes

Have you seen the outcome you were hoping for?

Ongoing reviews on money investment

What could they have done better?

N/A

Simon's reply

Thank you for the 5 star review, Phil. A pleasure to speak with you as always, I'm glad we've been able to help you feel more confident in your finances. I look forward to catching up again at our next review meeting.

Review from verified client

February, 2023

What were the circumstances that caused you to initially look for an adviser?

It’s included within my package

How has Simon Wateridge helped you?

Expert advice

Have you seen the outcome you were hoping for?

Not yet,to early

What could they have done better?

Nothing

Simon's reply

Thank you for the 5 star review, Andy. A pleasure to meet you and I look forward to our next review meeting.

Review from verified client

February, 2023

What were the circumstances that caused you to initially look for an adviser?

Simon gave us some good solid advice and explained things very well.

How has Simon Wateridge helped you?

Simon has helped with the decision to move money from my business to my pension.

Have you seen the outcome you were hoping for?

That is still to be seen.

What could they have done better?

Nothing in my opinion.

Simon's reply

Thank you for the review, Mick. I'm glad to have helped you improve the tax efficiency of your investments by making use of important allowances for you. It's been a pleasure speaking with you, listening to what is important to you and making informed decisions in relation to your investments. I look forward to speaking at our next review meeting.

First impression from a user who is not yet a client

February, 2023

Please provide a brief comment about your experience with Simon

Friendly, polite and answered any questions clearly and advised on the best course of action to take.

Review from verified client

February, 2023

What were the circumstances that caused you to initially look for an adviser?

Pending retirement

How has Simon Wateridge helped you?

General advise on pension

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Simon's reply

Thank you for the kind review, Ken. I'm pleased I have been able to be a part of your retirement journey and always enjoy our conversations throughout the year - which I'm glad have helped you in making some important financial decisions. I look forward to catching up with you at our next review meeting.

First impression from a user who is not yet a client

February, 2023

Please provide a brief comment about your experience with Simon

Polite, professional