Simon Moran

Simon Moran

Attivo Financial Ltd

Minimum savings/pensions: Over £250,000

0330 038 8941
Based in Newbury
View location

Top Rated 2025
Verified since: December, 2013

4.9 out of 5

213 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 16 February 2025

    Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status

  • 31

    Recent Client Reviews

    Verified reviews: 100%

    Simon has received 31 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 30 September 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Simon has not yet added their fees to their profile

  • 29

    Positive First Impressions

    93% of users who are not yet clients had a positive first experience with Simon

    93% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 29 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 16 February 2025

    Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status

  • 31

    Recent Client Reviews

    Verified reviews: 100%

    Simon has received 31 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 30 September 2024

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

  • 3

    Qualifications Uploaded

    3 qualification certificates available to view

    Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Simon has not yet added their fees to their profile

  • 29

    Positive First Impressions

    93% of users who are not yet clients had a positive first experience with Simon

    93% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 29 first impressions)

As a Chartered Financial Planner, Simon is dedicated to helping you plan for a comfortable and secure retirement. At Attivo, our work is all about our clients. By listening and understanding what you want from your future, we can create a carefully tailored financial and life plan. Our independent status and unique approach to understanding our clients, their objectives and motivation, sets us apart. Simon has extensive experience in helping clients navigate the complex world of personal finance and prides himself on providing clear, straightforward advice that's easy to understand. He'll work with you to create a financial plan built around your individual needs, lifestyle, and personal goals.

Offers available through VouchedFor

Contact Simon through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

About Simon's clients

Based on responses provided by clients who have reviewed this adviser

Clients' level of financial expertise

Household income

Mortgage value

Savings

Clients' level of financial expertise

This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.

Reviews of Simon

Are you a client of Simon? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.