Working with a financial adviser is a big decision as there are so many horror stories

We contacted Simon Jones after a conversation my wife had with one of his clients. We had been thinking for some time about our future plans. With me just turning 60 we felt the time was right to take the plunge and get some professional guidance on retirement planning, a big decision as there are so many horror stories out there.

What was your experience of using financial advisers?

My wife got in touch and from the moment we first spoke to Simon, albeit on a zoom call as all this had taken place during Covid, we both felt that we had made the right decision. Simon Jones put us at ease, and at our own pace he talked us through what he and Unividual could do for us. He listened to all of our questions and worries and engaged with them all and then was able to offer a calm and reassuring and professional response to them.

How are Unividual different?

We subsequently went ahead with Simon Jones on the advice we were given and he delivered everything he said he would. In terms of documents, searches, transfers etc, etc we couldn’t have been more pleased. On a personal note, Simon Jones is very approachable, knowledgeable, professional and is a pleasure to speak to on both businesses and personal matters. Also he has a great sense of humour which is tested quite often when we speak. Both my wife and I would have absolutely no hesitation if we were asked to recommend both him and Unividual.

Kevin, Yate

22nd September 2021