Sign up for news alerts.

We update our financial wellbeing resources regularly to help people build their financial literacy. If you would like to be notified of these updates please submit your email address below, you can opt out whenever it suits you.

Hero banner for testimonial: Yvonne, Plymouth

Yvonne, Plymouth

28th June 2021: We met with Simon Hicks to discuss our retirement plans and to invest some capital we had recently received following the sale of property. His knowledge of the industry, products and finance in general was very impressive. We are also extremely happy with the growth we have received and the tax we saved through investing into some more complex products. Delighted to recommend his services to everyone and anyone.

Yvonne, Plymouth

28th June 2021

Get in touch

The information collected will be used solely for the purposes of providing background information when contacting you to arrange an appointment.