Simon Moore

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

We needed to check our financial affairs were suitable and working for us with an appropriate plan tailored to us.

How has Simon Moore helped you?

By simplifying our financial position, reducing our tax and providing clarity and direction for the future.

Have you seen the outcome you were hoping for?

Yes, performance has exceeded expectations and we are paying far less tax. We have peace of mind that we are well looked after and have clarity on our future financial position.

What could they have done better?

Nothing - great service and Simon has a great understanding of what we need.

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

Pru pesioner plans.

How has Simon Moore helped you?

Many ways with advice on pensions and savings,Make your money work for you.

Have you seen the outcome you were hoping for?

Yes pesions and savings growing.

What could they have done better?

I dont think they could have.

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

I wanted peace of mind with a tailored financial plan.

How has Simon Moore helped you?

Simon articulates complexity in simple terms and applies his knowledge and experience to achieve the best outcome for my financial position.

Have you seen the outcome you were hoping for?

Investment growth has been excellent and tax savings significant. Most importantly I have clear direction for the future and peace of mind that I am well looked after.

What could they have done better?

Nothing. Simon's advice has been excellent and his service fantastic. I have recommended him to others.

Please provide a brief comment about your experience with Simon

Very clear and useful advice regarding my policies and capital gains tax. Simon has a good understanding of the client’s financial situation and the best use of products to meet the client’s needs.

Please provide a brief comment about your experience with Simon

Has provided great advice and has taken so much time to explain to me the ins and outs of my future pension, which enables me to make the right decisions going forward.