Testimonials

Elaine S.:

“Simone took the agony out of consolidating and updating my pension provision and the review of my financial situation was extremely helpful in the run up to my retirement”.

Julia S.:

“I have been working with Simone for more than 20 years. I don’t make any investment decisions without speaking to her first and recommend all my friends and contacts to do the same.”

Warner M.:

“I have had a longstanding relationship with Simone. She works hard to understand my financial position and as my needs have changed she has adjusted my portfolio accordingly. She is an adviser in the true sense of the word.”

Michelle J.:

“Simone has been an excellent source of knowledge and advice to me for over a decade. Whether I have been investing a sum of money, looking at selling part of my portfolio, moving my pension provider or setting up a life policy, Simone has always listened carefully to my objectives and investment preferences, making insightful suggestions using sound judgement".

Lara G.:

“Simone has provided me with personal financial guidance for over 25 years. During this time I have seen my investments grow and have the confidence that my future financial welfare is secure. As my personal circumstances have changed during this time, Simone and the team have always been ready to listen to my needs and adapt my finances accordingly. Over the years I have had no hesitation recommending friends and family to seek advice from Simone.”

Philip & Adrienne B.:

“We have dealt with Simone and her team for approximately ten years and have found the Company to be a combination of friendly, obliging, helpful but, above all extremely professional and workmanlike - a pleasure to deal with.”