Simon Moore

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

Was at a stage in my life where I needed advise and guidance on my later life in regards finance and pension

How has Simon Moore helped you?

Helped me to consolidate my pensions and advised me on what I have to do to be relaxed in my older years. Was very professional and explained everything in great detail and simplicity

Have you seen the outcome you were hoping for?

Early days but Very happy with the advise and hopefully will see an optimistic outcome in years to come

What could they have done better?

Happy with all advise

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

I had reached over pension age and had never looked into my pension and what options I had. I was also looking advice on my estate/income so I could look at what benefits/implications so I could plan for my family.

How has Simon Moore helped you?

Yes, Simon was so helpful with clear and concise advice. Everything was explained and lots of different options were offered. Simon followed up with a summary email which was very beneficial as it can be a lot to take in.

Have you seen the outcome you were hoping for?

Simon is proactively working with me to get things in place.

Please provide a brief comment about your experience with Simon

Very knowledgeable, took the time to walk through options available to me. Overall very professional and very happy with service provided. Would recommend to others.

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

Retiring from work.

How has Simon Moore helped you?

Has given advice to help maximise retirement income and minimise tax needing to be paid. Very approachable, well informed and patient.

Have you seen the outcome you were hoping for?

Yes very satisfied.

What could they have done better?

Really don't know. Very happy.

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

Financial review

How has Simon Moore helped you?

As detailed above.

Have you seen the outcome you were hoping for?

Yes

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

Generally making sure our finances were in good order

How has Simon Moore helped you?

Of all of the finance advisers we have used over the years, Simon has been the best. He has listened, reflected and provided solid and explained advice on every occasion

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Simon

Very positive. Simon offered professional advice and ensured I was well informed regarding the financial matters I wanted to discuss.

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

Needed information prior to starting to use private pension.

How has Simon Moore helped you?

Very much. He assisted me in finding and combining several pensions to simplify things for me and my husband.

Have you seen the outcome you were hoping for?

Yes. All 3 of my husband’s pensions are now in one platform. Decisions made in using some of the money and having a monthly income.

What could they have done better?

Nothing really. I was very satisfied with all the advice given by Simon and decisions made following the advice.

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

Investing inheritance

How has Simon Moore helped you?

Clearly explained all the options. Open and honest advice given. Friendly and knowledgeable to deal with.

Have you seen the outcome you were hoping for?

Investment not performing particularly well due to issues within the financial markets

What could they have done better?

Simon has always responded to requests and has suggested options for me to consider. I have been very happy with all my dealings with him. No improvement required

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

I had multiple company pensions and wanted to amalgamate

How has Simon Moore helped you?

Simon helped with advice on pensions and how they could be invested in different ways and also helped in the smooth transaction when i had made a decision to transfer , a very professional adviser with no pressure , very knowledgeable with passion for his role and prompt with appointments

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Simon

I found Simon to be an attentive listener

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

I wanted to check my affairs were in order and ensure I don't pay more tax than I need to, whilst leaving things flexible for the coming years.

How has Simon Moore helped you?

He adjusted our investments to reduce capital gains tax in the coming years and provided advice on how to structure company pension contributions.

Have you seen the outcome you were hoping for?

Yes, we have clear direction in our plans and have peace of mind these are being managed appropriately for our future.

What could they have done better?

Nothing. Simon is articulate, knowledgeable and demonstrated an in depth understanding of our needs.

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

To look at my options as I was coming close to taking my pension

How has Simon Moore helped you?

He helped explain my options in a easy to follow way

Have you seen the outcome you were hoping for?

Diffently

What could they have done better?

Nothing of note

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

Nearly retired

How has Simon Moore helped you?

Advice on pensions etc

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?

Planning to reduce and eliminate Inheritance tax

How has Simon Moore helped you?

Simon listened to my concerns and patiently and very clearly explained all the various options that were available to me. He has been with me over the last few years and was aware of my attitudes to risk etc. He also kept me updated as the process went through it's various stages .

Have you seen the outcome you were hoping for?

No outcome expected at present.

What could they have done better?

N/A

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

My pension

How has Simon Moore helped you?

Great advice and as lots of knowledge about his products

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?

Heading towards pension age and there was a lack of financial advise from all other sources ie: banks etc.

How has Simon Moore helped you?

Simon was a God send. He's extremely helpful and knowledgeable and nothing is a bother. Always just at the other end of the phone and it makes a difference to know someone is always there to help

Have you seen the outcome you were hoping for?

yes definitely

What could they have done better?

Nothing. Everything we asked for was sorted

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

Simon took over old account

How has Simon Moore helped you?

budgeting pensions for future and transferring monies between accounts

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?

Maturing pension

How has Simon Moore helped you?

Simon is professional, knowledgeable, and he inspires confidence for decision making. He is a true professional!

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

His service and care is second to none!

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

I wanted to reduce my tax position and make the most of my savings.

How has Simon Moore helped you?

Simon explained how I could increase contributions to my workplace pension in order to make significant tax savings and has factored this into my financial plan. He also educated and advised on other investments I had.

Have you seen the outcome you were hoping for?

Investment growth has been excellent and tax savings significant. Simon has created a comprehensive financial plan so I can live my desired lifestyle knowing my affairs are in order for the future.

What could they have done better?

Nothing - great advice and service.

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

Pension advice

How has Simon Moore helped you?

Simon was very helpful explaining everything and had a lot of time for us

Have you seen the outcome you were hoping for?

Yes satisfactory

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

Financial advice

How has Simon Moore helped you?

Simon is most helpful with regular contact

Have you seen the outcome you were hoping for?

Yrs

What could they have done better?

Nothing

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

I needed an adviser to sort out my retirement income from Prudential. My previous financial adviser had died some years prior.

How has Simon Moore helped you?

He has explained all the various options available, and given advice regarding things I had not thought about (i.e. changes in Capital Gains Tax).

Have you seen the outcome you were hoping for?

Everything seems fine.

What could they have done better?

I don't know.

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

I was approaching retirement age and was contacted by Simon regarding my prudential pension. He was helpful and explained everything in an easy-to-understand way and gave good advice regarding long-term planning.

How has Simon Moore helped you?

Created a trust - checked all my pensions to make sure all were ok and any changes that could have a financial detriment to me ( I moved several pensions into one pension fund with the Pru- Simon checked that there would be no financial impact on me to do so) Always on hand for any questions or queries - very responsive.

Have you seen the outcome you were hoping for?

Yes - there are no issues or concerns, my pension plan is performing as discussed

What could they have done better?

nothing - very happy with my decision

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

Early retirement

How has Simon Moore helped you?

Set up draw down from pension fund

Have you seen the outcome you were hoping for?

Yes very much so.

What could they have done better?

Nothing

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

Pension planning.

How has Simon Moore helped you?

Simon has helped me with my pensions, ensuring that I am fully informed and are aware of all options available to me.

Have you seen the outcome you were hoping for?

Yes.

What could they have done better?

Nothing. Simon is extremely professional but at the same time very approachable & friendly. I would not hesitate to recommend.

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

Have pension policies with Prudential and also G4S pension, needed advise on amalgamation as I had to leave work due to ill health

How has Simon Moore helped you?

He has taken away the pressure and worry of how I could draw down my pension. It has been a stressful time for myself and my family as I am no longer fit for employment. Simon made everything very straightforward and easy to understand. I feel he went the extra mile to ensure that my family will be well provided for.

Have you seen the outcome you were hoping for?

Absolutely, we are delighted

What could they have done better?

Nothing that we can think of

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

Retirement planning

How has Simon Moore helped you?

Up to date advice regarding investments and tax

Have you seen the outcome you were hoping for?

More or less

What could they have done better?

Not sure, world economic influences are a big factor.

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

We needed advise regarding pensions

How has Simon Moore helped you?

Simon has been very helpful and given us good 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?

Needed my pensions consolidated

How has Simon Moore helped you?

He was able to advise me and consolidate all pensions

Have you seen the outcome you were hoping for?

Yes

Please provide a brief comment about your experience with Simon

Very friendly guy very balanced advice did complicate the finanical advice he was very good at his job.Would recommend him for his impartiality!

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

My husband sadly pass away and was dealing with Simon and was always happy with advice and friendly manner

How has Simon Moore helped you?

Simon has helped me quite abit from my husbands passing

Have you seen the outcome you were hoping for?

Yes very happy with the out come

What could they have done better?

Nothing I have received good advice

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

I had a number of pensions and needed advice on the best way of handling them. I particularly needed tax and investment help.

How has Simon Moore helped you?

Yes on quite a number of occasions. He was also helped my recently widowed brother in law.

Have you seen the outcome you were hoping for?

Yes I have and continue to see good results.

What could they have done better?

I don’t believe Simon could have done ant better. He has been very attentive and helpful.

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

Several policies matured.

How has Simon Moore helped you?

Giving both my wife and myself advice as to what is best for us at the current time.

Have you seen the outcome you were hoping for?

So far things have worked out as planned

What could they have done better?

.Nothing I can think of.

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

Advice re private pension

How has Simon Moore helped you?

He gave excellent advice. Arranged for a tax free payment from a private pension. Then when I took early retirement he again gave excellent advice and arranged for my works pension and another private pension to be amalgamated with my initial private pension and arranged another tax free lump sum.

Have you seen the outcome you were hoping for?

Yes more than I expected.

What could they have done better?

Nothing

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

Simon has looked after my parents pensions

How has Simon Moore helped you?

Simon was great at guiding me through the procedure of setting up a pension.

Have you seen the outcome you were hoping for?

Yes definitely

What could they have done better?

I think it was perfect.

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

Retirement coming round.

How has Simon Moore helped you?

Pension advice.

Have you seen the outcome you were hoping for?

Pension is holding steady.

What could they have done better?

Not sure.

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

excellent service

How has Simon Moore helped you?

with completing forms

Have you seen the outcome you were hoping for?

yes

What could they have done better?

nothing

Please provide a brief comment about your experience with Simon

Excellent professional service, well explained and presented information in a very pleasant manner.

Please provide a brief comment about your experience with Simon

Simon has been advising myself and my wife on our pension options for a while now starting back in Covid times with zoom meetings but now personal visits. His advice has been sound and he took the time to explain what everything meant. Never once did he pressurise either of us into taking out or changing anything we didn't want or need. Friendly and efficient, took the boring out of financial!

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

Due to redundancy from my job and nearing retirement age, I required help assessing my options with regard to redundancy finances and pension access advice.

How has Simon Moore helped you?

Like most working people, my knowledge of what to do with larger sums of money than we normally deal with and understanding how pensions actually function is extremely poor. Simon guided me through my options, explained tax implications of certain choices and helped me chose the best option suited to my circumstances.

Have you seen the outcome you were hoping for?

Absolutely! I feel the advice and structuring of my pensions and finances have allowed me to basically retire early and have a reasonable lifestyle that I am totally happy with.

What could they have done better?

In my case, not a thing. I think all of us worry about the honesty of the advice we receive about our finances and I have always felt confident in the integrity of the advice from Simon.

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

Seeking help in setting up my pension

How has Simon Moore helped you?

Simon explained the best options to me for opening a pension scheme and gave me clarity of mind.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

No, Simon went above and beyond to help me

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

looking to consolidate pensions and take early retirement

How has Simon Moore helped you?

Simon was able to explain all my options in a manner that anyone can easily understand. Many people approaching retirement feel totally bewildered by the jargon and terminology surrounding pensions however Simon did an exemplary job of explaining exactly what my choices were.

Have you seen the outcome you were hoping for?

Really pleased with the service, from start to finish. Simon put my mind at ease with regards to making the decision to take early retirement.

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

Information about a pension

How has Simon Moore helped you?

Simon is totally professional his advice was at a level of understanding for us he gave excellent support and information

Have you seen the outcome you were hoping for?

Yes

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

I have had an advisor since I made an initial investment almost 40 years ago. Simon became my advisor 5 years ago when I retired and returned home.

How has Simon Moore helped you?

Simon has guided me through the transition from working into retirement. Recently I’ve carried out some building work around my home and Simon has guided me through with sound financial advise giving me options well in advance of needing to make decisions.

Have you seen the outcome you were hoping for?

I feel financially secure and well advised. Having Simon available for advise has been excellent.

What could they have done better?

Simon is very professional. While the conversations have been frank they have been relaxed. I’m very happy with the service Simon has delivered.

Please provide a brief comment about your experience with Simon

I find Simon a very knowledgeable advisor and extremely helpful.

Please provide a brief comment about your experience with Simon

Excellent

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

My wife and I made a significant investment in one of the main providers on my retirement.

How has Simon Moore helped you?

Simon has provided us with excellent investment and tax efficient advice in a very professional, friendly and timely way. He is very knowlegeable and explains technicalities clearly.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Nothing

Please provide a brief comment about your experience with Simon

We had a telephone conversation during which Simon was very clear in explaining my options.

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

Having been a long time client with a leading pension provider, I had some difficulties with deposits and drawdown facilities.

How has Simon Moore helped you?

Simon has been most helpful in being accessible and in understanding the issues I had faced. Simon has brought a much better quality of service which now gives me confidence for future transactions.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Things have improved since Simon has become our client liaison person.

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

Advice needed to maximise pension pot and also comply with tax requirements.

How has Simon Moore helped you?

Yes.

Have you seen the outcome you were hoping for?

Yes

What could they have done better?

Don’t know

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

Needed pension advice.

How has Simon Moore helped you?

Explained everything clearly.

Have you seen the outcome you were hoping for?

Yes.

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

I was seeking advice as to best manage my pension pot.

How has Simon Moore helped you?

He has helped me by giving sound advice with good explanation of markets , investments and how best to invest for my situation.

Have you seen the outcome you were hoping for?

Initially yes, but hey the markets can't be blamed for political issues. So overall yes .

What could they have done better?

Nothing. There has been regular updates and contact.