Simon's reviews
Reviewed for
Insurance and Protection ( 1 )
Mortgages ( 2 )
Investments and Savings ( 1 )
Financial Planning ( 1 )
Reviewers' assets
£50k - 100k ( 1 )
First impression
by a VouchedFor user
a month ago
Overall
Please provide a brief comment about your experience with Simon
Kind and wise, I’m very grateful, thank you
Review
by a verified client in London
6 months ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
We wanted to plan for the long term 10 years out from potential retirement.
How has Simon Whitehead helped you?
He modelled our projected finances and advised us of the choices we could make. In particular he helped us confirm our risk appetite and the decisions which flowed from it.
Have you seen the outcome you were hoping for?
It is too early to say, however we are confident in the decisions we have taken based on Simon's advice.
What could they have done better?
Very little. We were very impressed and intend to work with Simon in the long term.
Review
by a verified client in Oxfordshire
7 months ago
Overall
Service
Value
Advice
What were the circumstances that caused you to initially look for an adviser?
Buying a home
How has Simon Whitehead helped you?
Searching for and applying for a mortage, as well as advising on considerations for insurance/protection relating to the home purchase.
Have you seen the outcome you were hoping for?
Yes.