Simon's reviews
Reviewed for
Insurance and Protection ( 1 )
Pensions ( 13 )
Retirement income (annuities, drawdown) ( 11 )
Investments and Savings ( 13 )
Pension Transfers - Non Specialist ( 2 )
Inheritance Planning ( 7 )
Pension Transfers - Specialist ( 2 )
Financial Planning ( 8 )
Financial Mentoring ( 2 )
Reviewers' assets
£500k+ ( 8 )
£200k - £500k ( 1 )
( 1 )
Review
by a verified client in Merseyside
2 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Needed to plan my future
How has Simon Hardstaff helped you?
Gave great advice and explained all my options
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing
Simon:
Thank you for taking the time to share your feedback. It’s great to hear that you’ve found our advice helpful and that the guidance provided has given you a clear understanding of your options for planning your future. I’m especially pleased that you feel confident in the advice you’ve received and that my correspondence has been clear and easy to understand. Ensuring clients feel well-informed and secure in their financial decisions is always my priority. It’s also fantastic to know that you would be a strong advocate for my services—helping clients achieve their financial goals with confidence is what I strive for. If there’s anything more I can do to support you, whether in our regular discussions or in helping your family plan for their financial future, please don’t hesitate to reach out. Thank you again for your trust and recommendation. I look forward to continuing to work with you. Best regards, Simon HardstaffReview
by a verified client in Cheshire
3 days ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I had previously used a large high street bank and their financial advisory service but this was too passive for my needs and approached Simon to take on my investment portfolio.
How has Simon Hardstaff helped you?
Providing a more proactive and holistic approach. Not just investments but also other financial planning considerations
Have you seen the outcome you were hoping for?
Ever changing world but overall yes I feel in a much better place than previously.
What could they have done better?
While I feel Simon is proactive, there is always room to improve.
Simon:
Thank you for your review and for sharing your experience. I’m really pleased to hear that you feel confident in the progress we’ve made together and that my advice has supported you in key areas such as pensions, investments, and retirement income. It’s great to know that our regular conversations help keep you on track and that you find my correspondence clear and informative. I always aim to provide advice that is tailored to your needs, ensuring you have a solid understanding of your financial position and the options available to you. I appreciate that you would consider recommending my services to others who may benefit from financial advice—helping clients feel secure in their financial future is always my priority. Please don’t hesitate to reach out if you ever have any questions or if there’s anything further I can do to support you. Best regards, SimonReview
by a verified client in Cheshire
22 days ago
Overall
Value
Service
Advice
What were the circumstances that caused you to initially look for an adviser?
I was taking Voluntary Early Retirement and looking for the best option with regard to my Defined Benefit Pension and redundancy.
How has Simon Hardstaff helped you?
Simon helped with the initial decision around my options with regard to my pension and redundancy. He has also worked with me and my husband in helping us to get the best outcomes, taking into account both of our pensions.
Have you seen the outcome you were hoping for?
I am comfortable with the advice provided to date, and that we are looking at options on an ongoing basis as regulations and our own circumstances change.
What could they have done better?
Nothing specific.
Simon:
Thank you for taking the time to leave such a thoughtful review. It’s great to hear that you felt supported throughout the process of taking early retirement and navigating your pension and redundancy options. These are significant decisions, and I’m pleased that you and your husband have found the advice helpful in working towards the best financial outcomes. It's reassuring to know that you feel comfortable with the ongoing advice and that we are able to adapt your financial planning as regulations and your circumstances evolve. Maintaining a long-term approach ensures that your plans remain aligned with your goals. I appreciate your confidence in the advice provided and your kind words about the service. If you ever have any questions between our annual meetings, please don’t hesitate to reach out. I look forward to continuing to support you both in the years ahead. Best regards, Simon HardstaffReview
by a verified client in Cheshire
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Retirement and wanting to ensure best financial planning
How has Simon Hardstaff helped you?
Reviewing investments and giving sound advice
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. I’m really pleased to hear that you feel confident in the financial planning and investment advice I’ve provided, and that you’ve seen the outcomes you were hoping for. Ensuring a well-structured plan for retirement is so important, and I’m glad I’ve been able to support you in this process. It’s also great to know that you find my correspondence clear and take the time to engage with it. I always aim to provide advice that is both comprehensive and easy to understand, so I appreciate your feedback. If you ever have any further questions or would like to discuss any aspect of your financial planning in more detail, please don’t hesitate to reach out. I look forward to continuing to support you in the years ahead. Best regards, Simon HardstaffReview
by a verified client in Manchester
2 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
I wanted control over the funds I have worked for over many years
How has Simon Hardstaff helped you?
Simon explained the facts about the transfer in an extremely professional way and has continued to manage my funds to date. I leave it to Simon as I trust in him and admire his financial management skills
Have you seen the outcome you were hoping for?
Yes
What could they have done better?
Nothing - first class service experienced
Simon:
Thank you for your kind words and for taking the time to share your experience. I’m delighted to hear that you’ve been pleased with the service and that you feel confident in the financial planning and management of your funds. Ensuring you have control and clarity over your finances is a key priority, so it’s great to know you’ve found my advice both professional and reassuring. I truly appreciate your trust in my approach and your confidence in my financial management skills. It’s also fantastic to hear that you would be a passionate advocate for my services—helping clients feel secure in their financial future is always my goal. If you ever have any questions or would like to discuss anything further, please don’t hesitate to reach out. I look forward to continuing to support you in the years ahead. Best regards, Simon Hardstaff