Simon's reviews
Reviewed for
Pensions ( 5 )
Retirement income (annuities, drawdown) ( 2 )
Investments and Savings ( 11 )
Inheritance Planning ( 5 )
Long Term Care ( 1 )
Financial Planning ( 7 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 3 )
£200k - £500k ( 2 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Hampshire
16 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I have been using Lawrence Clark Ltd for nearly 20 years, to advise me on my pensions.
How has Simon White helped you?
We held our annual review recently, agreed some actions & considered some other options.
Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
Nothing, everything has gone as expected.
Simon:
Thank you for leaving this review. I'm really pleased to hear that everything has gone as expected and that you’ve felt confident in the advice I’ve provided. As you have been a client of Lawrence Clarke for many years I truly value the trust you’ve placed in me since becoming your adviser. Our recent annual review was a great opportunity to reflect on progress, agree next steps, and explore a few new options together. My aim is always to make sure you feel informed, in control, and reassured that your plans are on track. I’m really pleased to hear you’re seeing the outcomes you were hoping for. Thanks again for your continued trust – I look forward to working with you for many more years to come.Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed advice on getting the right path for me
How has Simon White helped you?
Exactly as above
Have you seen the outcome you were hoping for?
Yes
Simon:
Thank you for taking the time to leave a review. I'm really pleased to hear that the advice and support provided helped guide you towards the right path. It’s always rewarding to know that our work together has led to the outcome you were hoping for. Clarity and direction are key when making financial decisions, and it’s great to know that our conversations gave you confidence in the steps ahead. Whether it’s refining long-term plans or tackling specific goals, my role is to make the process clear, structured and personal to your needs. I appreciate your trust and look forward to continuing to support you on your financial journey.Review
by a verified client in Hampshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Have been a long term Client with Lawrence Clark, formerly with Bud Henley.
How has Simon White helped you?
Availability when I have questions plus helpful advice during our yearly meetings.
Have you seen the outcome you were hoping for?
Ongoing!
What could they have done better?
Happy so far!
Simon:
Thank you for taking the time to leave such a positive review. I’m really pleased to hear that you’re happy with the support so far, and I truly appreciate the trust you’ve placed in me. It’s been a pleasure continuing the relationship you had with Bud, and I’m glad to know that the continuity of advice has remained helpful and reassuring. Being available to answer your questions and offering guidance during our annual meetings is something I take pride in, and I’m glad you’ve found that support valuable. I look forward to continuing to work with you and helping ensure your plans stay on track in the years ahead. Thanks again for your kind words and continued trust.Review
by a verified client in Buckinghamshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Having my own pension pot and savings I needed expert advice on the best way to obtain future growth on my money
How has Simon White helped you?
Simon is knowledgeable, very easy to work with and puts a lot of effort into customer care. Working together we have switched some investments to different plans and it has proved very beneficial'
Have you seen the outcome you were hoping for?
I certainly have. An excellent growth in fund value over the last 12 months
What could they have done better?
Nothing that I am aware of.
Simon:
Thank you for sharing your experience and for the kind review. I’m glad to hear that you value the collaborative approach I bring to client relationships. Your feedback about the care and expertise I provide is greatly appreciated, as it’s important to me that clients feel confident and supported in their financial planning. It’s rewarding to know that our tailored investment strategy has met your expectations and delivered excellent growth over the past year. Your words highlight the importance of personalised advice in navigating complex financial decisions. Thank you again for your trust and for allowing me to assist with your financial journey.Review
by a verified client in Hampshire
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Simon took over from Bud Henley as our FA
How has Simon White helped you?
Yes
Have you seen the outcome you were hoping for?
Waiting for next year's financial summary
What could they have done better?
Not qualified to say.
Simon:
Thank you for your thoughtful feedback. I’m pleased to hear that you feel comfortable discussing both financial and personal topics with me during our sessions. Building this kind of relationship is at the heart of my approach, as it helps me better understand your needs and goals. I appreciate your confidence in the clarity of our correspondence and your trust in my recommendations. Ensuring you feel informed and secure about each step we take together is a priority. I'll continue to provide regular updates and address any questions you have between our meetings to help you feel more assured of your progress. Thank you for considering recommending my services to others who may benefit from financial advice. Please don’t hesitate to reach out if there’s anything specific you’d like to discuss ahead of our next financial summary.