Simon Hanson

What were the circumstances that caused you to initially look for an adviser?

Lump sum to invest with a view to retirement.

How has Simon Hanson helped you?

Simon advised on funds and clarified our financial position, especially with regard to capacity for risk.

Have you seen the outcome you were hoping for?

Too early to judge.

What could they have done better?

Nothing really, we got the service we expected

What were the circumstances that caused you to initially look for an adviser?

Spring clean of investments.

How has Simon Hanson helped you?

Having a clean sweep and assessment of risk and income required.

Have you seen the outcome you were hoping for?

Have yet to see my investments increase significantly, but then income was a priority.

What were the circumstances that caused you to initially look for an adviser?

Impending retirement coupled with a disorganised investment portfolio.

How has Simon Hanson helped you?

Simon helped us to define our retirement goals, and encouraged us to focus on them. Simon illustrated clearly how we could relaise those goals.

Have you seen the outcome you were hoping for?

Too soon to say with certainty, but the early signs are encouraging.

What were the circumstances that caused you to initially look for an adviser?

Retirement and the opportunity to invest a lump sum and later on an inheritance. Before receiving advice our investment knowledge and understanding was poor.

How has Simon Hanson helped you?

He described how our money could be invested, established our appetite for risk, and advised on an appropriate investment approach after a patient and thorough discussion of our needs and circumstances. The advice gave us confidence that we were investing in a well thought through strategy, though some nervousness was still there at first, but subsided with time and results.

Have you seen the outcome you were hoping for?

Yes, our investments have grown substantially. We have followed his recommendations very closely and the periodic reviews have enabled us to keep our investment approach in line with current views.

What could they have done better?

No comment.

What were the circumstances that caused you to initially look for an adviser?

Need to maximise income.

How has Simon Hanson helped you?

Appears to have achieved aim time will tell.

Have you seen the outcome you were hoping for?

Too early to say.

What could they have done better?

Should have made adviser aware of cash back offer available at the time!