

Simon's reviews
Reviewed for
Insurance and Protection ( 38 )
Mortgages ( 64 )
Pensions ( 81 )
Equity Release ( 13 )
Retirement income (annuities, drawdown) ( 31 )
Investments and Savings ( 88 )
Pension Transfers - Non Specialist ( 10 )
Inheritance Planning ( 8 )
Long Term Care ( 4 )
Pension Transfers - Specialist ( 6 )
Financial Planning ( 28 )
Financial Mentoring ( 2 )
Financial Coaching ( 1 )
Reviewers' assets
£500k+ ( 10 )
£200k - £500k ( 21 )
£100k - £200k ( 14 )
( 1 )
£50k - 100k ( 14 )
Up to £50k ( 34 )
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?
Simon is my saving grace. I value everything that he advises me on and I fully appreciate any advice.
Simon:
Dear Mel Many thanks for your kind testimonial. I look forward to catching up with you soon. Kind regards, SimonRepeat review
by a verified client in Somerset
13 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?
We had an annual review meeting which I found extremely helpful
Review
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Our last advisor retired so we sought a new one to manage our pensions
How has Simon Cutler helped you?
He has been very thorough and explained things really well especially with me as I don’t quite understand some things but he makes sure by the end of our conversations that I am happy with what’s been explained
Have you seen the outcome you were hoping for?
I am very pleased with the outcome. Ive never felt so safe with monies than I do today all because of Simon
What could they have done better?
Nothing better everything is excellent
Simon:
Hi Mandy Many thanks for your kind feedback and we look forward to helping you for many years to come. Best wishes, SimonReview
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
our old advisor retired and we needed someone to sort out our pension and isa
How has Simon Cutler helped you?
Simon is very welcoming and explains things very clearly
Have you seen the outcome you were hoping for?
my pension pot has risen consistently a lot more than by the old advisor
What could they have done better?
I don't know as he's doing a good job
Simon:
Hi Robin Many thanks for your kind feedback and we look forward to helping you for many years to come. Best wishes, SimonReview
by a verified client in Somerset
a month ago
Overall
Advice
Service
Value
What were the circumstances that caused you to initially look for an adviser?
Some years ago now we had two small pensions that needed the attention of a genuine financial advisor, someone who we could trust to put us on the right road so to speak. We got in touch with Simon when he was with Invest South West, and as he has progressed with his career at Blackdown Financial we have stayed on board for a continuation of sound financial advice .
How has Simon Cutler helped you?
Over the years with Simons help and advice we have taken some money out of the pot to help us with various projects. All in all the advice has been second to none and given that I am what could be called a cautious investor.
Have you seen the outcome you were hoping for?
Yes pretty much given the way the markets have behaved especially through the pandemic.
What could they have done better?
I don't believe anything could have been done better.
Simon:
Hi Mike Many thanks for your kind feedback and we look forward to helping you for many years to come. Best wishes, Simon