Simon Arthur

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

Complexity of my investment and tax affairs

How has Simon Arthur helped you?

Clear guidance and recommendations

Have you seen the outcome you were hoping for?

Yes

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

Pension Transfer - I was required by legislation to consult a financial advisor when wishing to transfer out of a final salary scheme.

How has Simon Arthur helped you?

From the first report that Simon produced and for all subsequent annual reports I am very impressed by the way in which Simon is able to distil out and capture the relevant detail from our very amicable chats. Having the many threads pulled together and presented in a clear and meaningful way has been instrumental in our decision making when considering the financial options available. Options that Simon has been timely in presenting to us.

Have you seen the outcome you were hoping for?

Yes. I'm conscious that with money comes responsibility and having Simon's guidance has given us the confidence to make what I believe to be the right decisions along the way.

What could they have done better?

Nothing that I can identify. I look forward to continuing in the same vein.

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

We wanted advice with consolidating our various pension pots and advice generally on long term planning for saving and retirement.

How has Simon Arthur helped you?

Simon has helped us enormously over many years with our financial planning. He is always proactive and gives very clear advice. He has an excellent understanding of the markets and keeps a close eye on potential changes of government policy which may affect investment strategies.

Have you seen the outcome you were hoping for?

We have benefited hugely from Simon’s advice over the years and are very satisfied with the outcome.

What could they have done better?

Nothing

Please provide a brief comment about your experience with Simon

Simon passed me to a colleague.

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

Confusion about the different products available and the benefits and disadvantages of each

How has Simon Arthur helped you?

Simon has advised me for over 15 years now. He has set up pensions, investments and cash accounts for me.

Have you seen the outcome you were hoping for?

Yes, we’ve been looking for a moderate risk investment and Simon has managed our portfolio brilliantly.

What could they have done better?

Can’t think of anything!

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

Specialist advice to unwind a position/product in a balanced and controlled manner

How has Simon Arthur helped you?

Originally gave a simple explanation to a complex position from which Simon now looks after (and has done for many years) my retirement planning, financial investments, and family provision - with the same understandable simple approach that makes decisions much easier. This also brings with it a confidence that you actually have some insight and control over your future.

Have you seen the outcome you were hoping for?

Definitely

What could they have done better?

Other than providing it all for free absolutely nothing!

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

Pension originally

How has Simon Arthur helped you?

Considerably

Have you seen the outcome you were hoping for?

So far so good

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

My late husband and I needed advice on pensions and financial planning

How has Simon Arthur helped you?

He has helped us a lot on the above

Have you seen the outcome you were hoping for?

Very much so

What could they have done better?

Very little

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

spreading risk, protecting family (had I taken 100% DIY approach). Also needed pensions specialist to ensure kept up to date with regulations.

How has Simon Arthur helped you?

Fulfilling my objectives; being well informed and taking an interest in my family circumstances; keeping in touch regularly. Acting as check and balance on discretionary investment company handling my affairs.

Have you seen the outcome you were hoping for?

yes thanks

What could they have done better?

no comment springs to mind

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

To provide consistently expert financial advice and to respond to my changing financial requirements

How has Simon Arthur helped you?

In addition to sheduling regular face to face and online meetings to discuss my financial planning requirements, Simon and also his excellent staff always reply quickly, thoroughly and patiently to any additional queries that I may have between meetings. This has helped me to grow my own awareness and confidence in financial planning. This accessibiity and patience is very important to me, in addition to Simon's knowledge and efficiency.

Have you seen the outcome you were hoping for?

Definitely YES

What could they have done better?

I currently require certain info in hard copy for ease of reading and understanding. As soon as I request this the forms are provided in the post. As I hope this will only be a short term requirement I can't recommend it should be widely available. Again, with help from Simon and his staff my online skills are improving too!

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

Unhappiness with a previous financial advisor.

How has Simon Arthur helped you?

Advised on and helped re-organise our finances

Have you seen the outcome you were hoping for?

Yes. Simon is very responsive and helpful.

What could they have done better?

Very happy with the service received

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

A desire to provide a solid financial base for myself and my children maximising my income, assets and pension prospects and providing me with solid expert advice, explanations and financial management in areas in which I have little knowledge and no expertise. I also wanted an ongoing relationship with advice and action that would reflect my own changing personal situation and respond to global events and movements on the international and national markets. I wanted someone in whom I could have complete confidence in to act always in my best interests while keeping me informed and involved as far as possible.

How has Simon Arthur helped you?

Simon Arthur is exemplary always in providing action, advice, assistance and support with all aspects of my financial affairs, while always listening to and taking account of my personal circumstances, changes in my life and my own preferences as regards risk etc. He is always available for advice in between our regular financial reviews for the big or the smallest queries and is patient and thorough in his explanations of anything I do not fully understand. He stays on top of all aspects of my financial affairs and is proactive and careful - I never have to chase or push for action or advice as he has thought of my needs before I have.

Have you seen the outcome you were hoping for?

So far - and that is over many years now - absolutely. My investments are very healthy notwithstanding global political financial and social upheavals. I feel secure financially and I can see the way ahead as I begin to contemplate retirement and other personal changes in my life.

What could they have done better?

It is difficult to say - if anything I think I would appreciate a six monthly check-up in addition to our regular annual reviews as my circumstances are changing faster than before. However, this is something that Simon Arthur himself has already proposed before I did. Otherwise I cannot fault him in regard to what I ask of him.

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

When I retired from business I had quite complex financial affairs which, I felt, would benefit from input a Financial Adviser

How has Simon Arthur helped you?

Giving prompt, helpful advice when needed.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing, I'm very satisfied with the service provided.

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

Required support with investments and financial planning

How has Simon Arthur helped you?

Through his expertise, assurance and knowledge

Have you seen the outcome you were hoping for?

Yes - Simon has been a huge help and provide expert advice and assurance

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

I was with another advisor and went to Metis Wealth on the advice of a friend.

How has Simon Arthur helped you?

He has meetings with me on regular basis and I have found him to be professional, clear and trustworthy. I feel that he understands my position and gives relevant advice. If I have an issue and telephone the office there is always someone there to help.

Have you seen the outcome you were hoping for?

Absolutely. I have found Metis Wealth to be professional, helpful and efficient.

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

I was considering transferring out of my defined benefit pension scheme and needed advice on this and how to invest in a SIPP.

How has Simon Arthur helped you?

I was very happy with the initial advice Simon provided and the ongoing fund management and advice I have received since completing the transfer in 2017.

Have you seen the outcome you were hoping for?

Yes - I believe I have an appropriately balanced portfolio.

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

I wanted advice about my pension plans.

How has Simon Arthur helped you?

Throughout our professional relationship of many years he has advised me on all aspects of my pension plans and on investment issues

Have you seen the outcome you were hoping for?

Entirely

What could they have done better?

Nothing

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

We needed help with pension and investment planning

How has Simon Arthur helped you?

We now understand our pprtfolio and feel that it is working for us as well as possible

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I can't think of anything

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

Originally I engaged Simon to undertake some pension transfers and general financial reorganisation post retirement.

How has Simon Arthur helped you?

The services of Simon and his team have been superb, and I have now introduced my children to Metis.

Have you seen the outcome you were hoping for?

Yes, everything is organised, and I receive regular updates

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

I have been a long term client of Simon. He has been my primary financial advisor for a number of years.

How has Simon Arthur helped you?

With the benefit of Simons advice I have seen my finances carefully monitored and my pension assets grow. He has a wide appreciation of my financial assets and has assisted with advice on passing on wealth

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing springs to mind

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

Long term investment planning

How has Simon Arthur helped you?

High quality advice based on my specific circumstances

Have you seen the outcome you were hoping for?

Yes, consistent good financial performance

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

Pre retirement planning.

How has Simon Arthur helped you?

Simon has managed my pensions and investments and keeps me up todate and well informed. He is approachable and no question is a stupid question. His explanations are clear and takes time to explain the reasoning behind investment decisions.

Have you seen the outcome you were hoping for?

Yes, my pensions and investments are managed by someone I respect and trust to do a good job.

What could they have done better?

I am happy with the service I receive which currently is provided in a difficult financial market. I do not have any complaints.

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

I have been a client of Simons for many years. Initially I was introduced via my professional firm to look at pension provision and options

How has Simon Arthur helped you?

He provides strong knowledge of his field, with a calm, sensible and measured approach to investing in pensions and savings vehicles.

Have you seen the outcome you were hoping for?

Yes, Simon has been extremely helpful

What could they have done better?

Nothing

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

My husband found him when he was getting our finacial affairs in order mnay years ago

How has Simon Arthur helped you?

Simon has been an invaluable source of information and assistance with regard to my portfolio, and contiues to be so

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

From my perspective nothing!

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

I met Simon over 20 years ago when I started to contribute to a pension which he was involved in arranging. In more recent years, I was looking for additional advice when I sold my business.

How has Simon Arthur helped you?

He has been involved since my very early days of investing, so I am now in a comfortable financial place, being mostly retired.

Have you seen the outcome you were hoping for?

Yes

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

When I went freelance, I needed a Financial advisor to help me open a SIPP

How has Simon Arthur helped you?

Simon Arthur has been looking after my financial affairs for more than 20 years now. His knowledge of the financial world is extensive, as one would expect. But this comes with an ability to explain financial concepts in a clear and concise manner. But what has been most welcome is his willingness to take the time to listen to my concerns, and to devise a strategy to suit my specific needs. In doing so he has instilled a great sense of confidence and trust. As importantly, I am particularly impressed by Simon’s s accessibility and responsiveness. Whenever I have questions or require advice, he promptly addresses my concerns, providing thoughtful and well-informed answers. In conclusion, I cannot recommend Simon more highly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing that I can think of

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

Simply one thing. Trust

How has Simon Arthur helped you?

Simon has cared for our financial affairs for the past 14 years. We have trusted him and his advice at all times

Have you seen the outcome you were hoping for?

Despite the financial turmoil over the years we have seen a good increase in our investments matching well to the known yardsticks

What could they have done better?

Nothing

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

I needed to have professional advice so that I could make the most of any spare funds and saving for the future.

How has Simon Arthur helped you?

Over a long period of time Simon has built a strong advisory relationship with me where he understands my circumstances both now and plans for the future. He has advised on. bringing different pension pots together, investing funds in appropriate ways and navigating through difficult as well as good investing times.

Have you seen the outcome you were hoping for?

Yes, we continue to work on best planning for the future.

What could they have done better?

Nothing that I can think of. One of the key things that is important to me is being responsive if I have a query I can always get a quick response.

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

On retirement from self-employed work, I sought a professional with good people skills-- and I found one in Simon

How has Simon Arthur helped you?

His advice has been sound, practical and sensible and covered retirement and subsequent financial planning

Have you seen the outcome you were hoping for?

Yes, my investments have grown significantly and Simon has helped me achieve my financial goals, as well as being sensitive to my family needs.

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

I was newly divorced, and felt very out of my depth in trying to deal with my finances.

How has Simon Arthur helped you?

After looking at my finances, Simon devised a financial plan, with short, medium and long term aspects. He explained it to me clearly and simply, and quickly and efficiently put it into place.

Have you seen the outcome you were hoping for?

Simon and his excellent team, have looked after my finances for many years, I have been been more than satisfied, with the outcome.

What could they have done better?

Simon and his excellent team have consistently done better than I have anticipated , over many years.

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

I needed to set up a SIPP

How has Simon Arthur helped you?

Simon helped me with the original SIPP, and subsequently with other pension matters

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

I am very happy with the service I have received from Simon

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

Multiple pension arrangements not actively reviewed for several years.

How has Simon Arthur helped you?

Consolidated pensions and ISA arrangements and clearly explained future possible returns and retirement income. I also use Simon for general advise on subjects such as CGT and home purchase.

Have you seen the outcome you were hoping for?

Financial arrangements now much simpler and easy to understand and administer.

What could they have done better?

Nothing comes to mind.

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

A need to plan for retirement and inheritance following a career as a partner in a major financial firm.

How has Simon Arthur helped you?

Simon ticks all the boxes you look for in a financial advisor - professionalism, expertise, responsiveness and pro- activeness. He took time to understand my financial goals and put together a plan to meet them. By keeping in regular contact he was able to flex the plan as my circumstances and requirements changed.

Have you seen the outcome you were hoping for?

Yes. Having now retired, my income and capital is totally in line with plan.

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

We wanted to ensure that our investment portfolio was managed efficiently and effectively to minimise tax, maximise the value of our portfolio for retirement and limit the potential inheritance tax burden on our estate.

How has Simon Arthur helped you?

Simon has worked with us for many years since I became a partner in EY. He takes the time to understand the whole picture and has consistently fulfilled the above objectives through his expert advice and delivery. Plus he is an extremely nice guy and a pleasure to deal with!

Have you seen the outcome you were hoping for?

Yes, we are very happy with the performance of our portfolio and Simon’s understanding of our objectives.

What could they have done better?

No issues at all. Consistent high delivery over 20 odd years!

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

Reaching the pension contributions limit

How has Simon Arthur helped you?

Planning of whole family finances and investments

Have you seen the outcome you were hoping for?

Yes, good portfolio, we’ll managed

What could they have done better?

Nothing

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

I needed pension advice

How has Simon Arthur helped you?

By giving me pension advice

Have you seen the outcome you were hoping for?

Yes

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

Needed help rebalancing my portfolio of investments which had become unwieldy and was not professionally managed.

How has Simon Arthur helped you?

Helped me screen fund managers according to performance criteria, build more geographic diversification into my portfolio of equities.

Have you seen the outcome you were hoping for?

Yes. More balanced return profile being generated.

What could they have done better?

Nothing springs to mind

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

I needed pension advice to maximise my pension in the most tax efficient way, and to rationalise having a number of different pots. I also used him for financial advice when my mother went into a residential home to help with structuring her finances efficiently.

How has Simon Arthur helped you?

In respect of my pensions, he advised on the structure of my investments ie SIPP, GIA, ISA, cash etc to provide the funding I wanted and the flexibility to deal with downturns in the markets. Simon set up a long term care annuity, as part of the funding for my mother's residential care costs.

Have you seen the outcome you were hoping for?

Yes, I am very happy with the outcome of the advice I have received. I have a better understanding of how to manage my money through fluctuations in the markets through the structuring of my portfolio. I am also pleased with the advice in respect of the care annuity for my mother and the balance of guaranteed income and investment income

What could they have done better?

I was happy with the service and advice I received.

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

Had a previous advisor but wanted a change.

How has Simon Arthur helped you?

Reviewed my portfolio and suggested ways in which I could improve on my existing returns. Simon's advice was well thought through and clearly set out.

Have you seen the outcome you were hoping for?

Broadly speaking but market circumstances resulted in lower returns that I had hoped for.

What could they have done better?

Simon did a good job to anticipate the market changes as best as possible and suggested actions that I could take .

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

Financial advice was first sought when wishing to transfer out of a final salary scheme.

How has Simon Arthur helped you?

Simon provided an in depth summary of our current financial situation and aspirations and advised that the transfer out of the final salary scheme would suit our purposes.

Have you seen the outcome you were hoping for?

Most definitely.

What could they have done better?

Nothing, I am very pleased with the service received.

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

Needing advice for financial planning

How has Simon Arthur helped you?

He has helped me and my late husband over many years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No idea

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

Approaching retirement

How has Simon Arthur helped you?

Advice on future planning and investment

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Not much!

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

I retired from a senior post and needed advice on my future pensions and investments

How has Simon Arthur helped you?

Drew up plans to address both issues

Have you seen the outcome you were hoping for?

Yes. The pensions are in a SIPP and the investments are performing well

What could they have done better?

Nothing

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

I was a partner in EY and on retirement in 2002 I continued to seek advise from the pension advisers that became Metis.I have never regretted it.

How has Simon Arthur helped you?

In many ways. Bi-annual meeting with my wife and I. Choice of broker for my SIPP. Answering queries about investments. Tax schedules. Investment advice. Transfer of investments on inheritance into funds and cash as well as Pensions.

Have you seen the outcome you were hoping for?

Yes and I feel very confident of his prudence and management of my affairs

What could they have done better?

Charge less.

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

Needed help with income and investments and plan for future

How has Simon Arthur helped you?

Gave us information and advice

Have you seen the outcome you were hoping for?

Yes

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

To maintain financial peace of mind in retirement

How has Simon Arthur helped you?

Regular reviews and clear explanations for financial planning

Have you seen the outcome you were hoping for?

Yes

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

Poor performance of my previous IFA

How has Simon Arthur helped you?

Simon restructured my pension arrangements mostly into one SIPP leaving only those arrangements that were beneficial to remain in situ. His advice is always considered and up to date, and he has given me ideas that may be considered in the future. He always takes a personal interest in me and my family, so much so that two of my children are now clients of Metis.

Have you seen the outcome you were hoping for?

Yes, I have seen performance improvement in my pension portfolio.

What could they have done better?

When pension transfers are made, there is always a risk of being 'out of the market' and exposed. It is often the platform provider that is slow, but this needs to be closely monitored and chased up.

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

Inheriting money

How has Simon Arthur helped you?

From our first meeting he has always been very approachable and understanding of our circumstances, showing a genuine interest in us as people, not just another client. As far as guiding us towards the best way to invest our money his advice is clear and considered, we are given time to think things over and never rushed into a decision.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing.

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

Moving from existing retiring provider

How has Simon Arthur helped you?

Continued with investment help and long term planning

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Tax planning

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

Support following a death in the family

How has Simon Arthur helped you?

advised on financial planning, long term security and specific investments

Have you seen the outcome you were hoping for?

yes. I feel much more comfortable and clearer on my long term financial future

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

my previous one was no good.

How has Simon Arthur helped you?

By investing my existing funds wisely, advising me about tax breaks, and producing very good returns.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

nothing.

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

I am relying on a large SIPP for my retirement

How has Simon Arthur helped you?

Simon has been my IFA for 20 years

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing springs to mind

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

Simon was highly recommended by a colleague

How has Simon Arthur helped you?

Took time to understand my values and goals, filled in gaps in my knowledge, brought forward his ideas, always does what he says he's going to do.

Have you seen the outcome you were hoping for?

Very much so.

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

becoming a partner with an increase in my income

How has Simon Arthur helped you?

taking time to fully understand needs. reliable and consistent service

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing sprigs to mind. Simon is very good at what he does and is very responsive. i trust his judgement. he has been my financial advisor for over 20 years now and that knowledge he has of my family and work circumstances is invaluable. it feels like we have gone through our careers in tandem and I value his judgement.

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

I needed some advice on pension provision

How has Simon Arthur helped you?

Simon has helped me to keep my pensions under review and assisted me with transferring my previous pension plans into a SIPP with which I have been very happy.

Have you seen the outcome you were hoping for?

Very much so. Simon has provided consistently good advice and my SIPP has performed well.

What could they have done better?

He could be a bit more proactive in hounding me to keep on top of my contributions to my SIPP and to pay more attention to my investments/savings. I respond well to being hounded, but I understand that other people might find it offputting. He is probably getting it about right for most normal clients.

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

A need to invest some inheritance and to prepare for retirement

How has Simon Arthur helped you?

Carefully analysed our needs, our desired risk levels and developed a portfolio to build returns until retirement.

Have you seen the outcome you were hoping for?

Yes. 100%

What could they have done better?

Nothing I can think of.

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

Need to protect our assets

How has Simon Arthur helped you?

Good tax focused advice

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing to add

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

Financial Planning

How has Simon Arthur helped you?

Focus on future needs, Balancing requirements of myself and my wife.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

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

Post employment financial strategy.

How has Simon Arthur helped you?

Clearly explained the options and worked with us closely to plan and execute

Have you seen the outcome you were hoping for?

Yes - ongoing process- so far so good

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

Imminent retirement

How has Simon Arthur helped you?

Sorting out various pensions into a SIPP, andthenwith general advice.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing.

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

We had various savings plans, investments and pension plans, but didn’t have a holistic approach…which is why we engaged Simon Arthur as our financial advisor.

How has Simon Arthur helped you?

Simon did an initial analysis of our situation, goals and plans… and based on that compiled a comprehensive plan for our overall savings, investment and pensions, in a tax compliant but also tax efficient way. We have an ongoing relation with him, and regular reviews and updates.

Have you seen the outcome you were hoping for?

Yes, both the initial analysis and planning, as well as the ongoing reviews and advice has so far delivered to our expectations.

What could they have done better?

Overall we are happy with the approach, tools and ongoing information and reviews. Follow up to reviews is good but could sometimes be a bit faster.

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

I was using my previous accountancy firm for financial advice and investments but was unhappy with the service I received. Simon was recommended to me by a friend.

How has Simon Arthur helped you?

Simon firstly spent time understanding my current situation and what I was looking to achieve both in the long and short term. I felt he listened clearly and gave me a balanced opinion and advice which was best suited for me.

Have you seen the outcome you were hoping for?

Yes I have now been a client of Simon's for a number of years and have been very happy with the level of service received. I have recommended Simon to others.

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

I was becomong established as a practising barrister, starting to have a few pounds to save.

How has Simon Arthur helped you?

Simon got to grips with every aspect of my financial circumstances, asked me questions about my current and aspirational spending habits and financial priorities, and then set out a well thought out strategy about how to proceed in a balanced and tax effective manner.

Have you seen the outcome you were hoping for?

Yes, i feel in control of my financial affairs and confident that my assets are being deployed wisely, acheiving my objectives.

What could they have done better?

hard to think of anything - supply avios points, like my BA Amex card?

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

Needed help with managing our investment portfolio

How has Simon Arthur helped you?

He did a thorough review of our portfolio and recommended actions that would improve our position.

Have you seen the outcome you were hoping for?

Yes, in so far as Simon has an influence

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

To ensure that my pension fund is well invested in a broad spread of the best managed funds.

How has Simon Arthur helped you?

Identifying managed funds most of which are in the top quartile.

Have you seen the outcome you were hoping for?

Yes

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

Self employed pensions advice

How has Simon Arthur helped you?

I've been a client of Simon's since 2006 and with his help have built up a very successful self invested pension plan.

Have you seen the outcome you were hoping for?

It has exceeded my expectations.

What could they have done better?

Nothing.

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

Pensions are coplicated

How has Simon Arthur helped you?

Led me through the the difficulties

Have you seen the outcome you were hoping for?

Yes apart from mafket performance

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

Investment advice many years ago when I was a partner in a big 4 accounting firm.

How has Simon Arthur helped you?

Years of sound advice about my overall finances. Options clearly explained and investment risk profile agreed regularly.

Have you seen the outcome you were hoping for?

Yes.

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

Pension provisions are complicated

How has Simon Arthur helped you?

Led me throughthe rules

Have you seen the outcome you were hoping for?

Yes apart from maket movements

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

I had a sizeable income and portfolio and I wanted to ensure I was investing smartly and tax efficiently.

How has Simon Arthur helped you?

Simon helped to cut out some unnecessary insurance policies I had that saved me money. In addition he then helped me to create and execute a tax efficient investment plan aligned to my risk appetite. Over the past 5 years the investments have done well. Most recently I got made redundant. Simon has been extremely helpful in determining my cashflow profile over the next 30+ years that has reassured me that my finances are healthly enough even if I were to not find another job. As you can imagine this has been extremely reassuring at a time of huge uncertainty and stress.

Have you seen the outcome you were hoping for?

Yes I feel that Simon's financial advice has been incredibly sound. I have always felt he has my family's interests first which it very important to me.

What could they have done better?

There isnt anything material I can think of.

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

Wanted impartial advice on how to invest my Partner distributions about 15 years ago

How has Simon Arthur helped you?

Reviewed my investments and savings and made suggestions on creating an investment portfolio. Subsequently organised off-shore bonds for my wife and I. Rationalised my pension investments. Suggested tax efficient Trust fund for a small inheritance. Over 15 years or so, there has been a wide range of matters on which Simon has advised and assisted. Always helpful and clearly competent.

Have you seen the outcome you were hoping for?

So far, yes - subject to market fluctuations.

What could they have done better?

Being a novice in this area, I found the explanation of will variation and creation of a discretionary Trust rather difficult to interpret at first - but I do understand he is not a solicitor and might not be empowered to give legal advice. And I probably was being a bit dense.

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