Simon's reviews
Reviewed for
Insurance and Protection ( 41 )
Mortgages ( 66 )
Pensions ( 82 )
Equity Release ( 13 )
Retirement income (annuities, drawdown) ( 33 )
Investments and Savings ( 91 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 10 )
Long Term Care ( 5 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 30 )
Financial Mentoring ( 3 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 21 )
£100k - £200k ( 16 )
( 1 )
Up to £50k ( 35 )
£50k - 100k ( 17 )
Repeat review
by a verified client in Somerset
4 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Simon Cutler helped you since your last review?
I wanted to drawdown a sum of money and Simon gave me all the information I needed in order to do this. The whole process went smoothly. I had a very professional, friendly, relaxed annual review in March. Simon gave a very good, clear picture of how my investment had performed over the previous twelve months and reiterated that that was no indication of how it might perform in the near future, with the ongoing situation between Russia and Ukraine and the unpredictable situation in the United States following the presidential election. How true this has become - does Simon have a crystal ball?! I know that Simon, and his team, are only a phone call away if I need him.
Simon:
Hi Jennie Many thanks for your kind feedback and we will continue to strive to provide the best customer service possible. I look forward to catching up again soon. Kind regards, SimonRepeat review
by a verified client in Somerset
7 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Simon Cutler helped you since your last review?
Simon helped us with a very smooth process for our mortgage renewal.
Simon:
Hi Adrienne Thank you so much for the kind comments and I hope you and your family are all well. Catch up soon hopefully. Kind regards, SimonRepeat review
by a verified client in Herefordshire
11 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Simon Cutler helped you since your last review?
My financial security has prospered over the last year, and additionally Simon has helped me to think and plan for IHT, something I had ignored in the past. His services are well worth the money.
Simon:
Hi Bryan Many thanks for your kind and generous feedback. Great to catch up recently and I look forward to being of help for many years to come. Best wishes, SimonRepeat review
by a verified client in Somerset
16 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Simon Cutler helped you since your last review?
Kept me up dated with the current valuations of my investments. Given a balanced, realistic overview of the current financial markets in these turbulent times.
Simon:
Hi Jacqui Many thanks for the kind feedback and we are pleased to hear that our advice and service is reassuring. Kind regards, SimonRepeat review
by a verified client in Somerset
17 days ago
Overall
Advice
Service
Value
This review is a follow-up review from a client who left a review previously.
How has Simon Cutler helped you since your last review?
Simon is always there to offer help, advice and assurance.
Simon:
Hi Avril Many thanks for your kind feedback and I look forward to catching up with you again soon. Kind regards, Simon