Reviewed for
Pensions ( 4 )
Retirement income (annuities, drawdown) ( 1 )
Investments and Savings ( 8 )
Inheritance Planning ( 3 )
Financial Planning ( 5 )
Financial Mentoring ( 1 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 2 )
£200k - £500k ( 2 )
£100k - £200k ( 1 )
£50k - 100k ( 1 )
Review
by a verified client in Buckinghamshire
4 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
4 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.Review
by a verified client in Northamptonshire
4 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
To understand risks and benefits of investing
How has Simon White helped you?
Conducts annual reviews
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
N/A
Simon:
Thank you for taking the time to share your feedback. It’s great to hear that the annual reviews have been helpful in supporting your financial journey and that you feel confident in staying on track toward your goals. Building an understanding of investment risks and benefits is such a valuable foundation, and I’m pleased that our discussions have helped provide clarity. It’s also heartening to know you feel comfortable sharing both financial and personal matters in our sessions; creating a trusting, open environment is key to offering holistic guidance tailored to each client’s unique needs. I appreciate your trust and your thoughtful engagement with our correspondence, and I look forward to continuing to support you with any significant updates or questions that may arise in the future. Thank you again for your thoughtful review. Please do reach out at any time between our annual meetings if there’s anything I can assist you with.First impression
by a VouchedFor user
4 months ago
Overall
Please provide a brief comment about your experience with Simon
I met him recently on his first visit and we reviewed our situation. Averil and I agreed to carry on with the current plan.
Review
by a verified client in Hampshire
5 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I’ve had an advisor from Lawrence Clark for many years
How has Simon White helped you?
He arranged for a bond of mine to be split between my two children. He spent a lot of time explaining the advantages in terms of inheritance tax and capital gains tax. He has also consulted with the children about the best way for them to deal with their shares. He is very patient as my daughter is not the easiest to pin down! We also spent a lot of time discussing moving my savings to greener funds
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
I am completely happy
Simon:
Thank you for sharing such a thoughtful review of your experience. It’s wonderful to hear that you’re completely happy with the support provided over the years. I'm please that the bond transfer went smoothly—and that my explanations of inheritance and capital gains tax implications—helped you and the family. It’s also great to know that I've been able to guide your children on managing their share in a way that feels comfortable for everyone involved. I hope that my approach and the discussions around transitioning to greener funds also reflects the level of commitment I have to aligning financial advice with clients’ values. I'm delighted to know I have earned your trust and would be honoured to assist any family or friends you feel may benefit from similar guidance. Thank you again for such encouraging feedback.