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Jack, Southampton

29 June 2021: We were looking for advice for our finances as a whole and were recommended Simon Hicks by a friend. He took care of all of our mortgage and protection needs to begin with, then when we were ready we moved onto pensions and investments. His knowledge of everything was incredible. We even started talking about our wider family and their needs including estate planning and inheritance tax. He explained to us in the first meeting that he had the highest qualifications you can get in the industry, after hearing him discuss countless topics in depth, I now understand what this means. Terrific adviser and would highly recommend.

Jack, Southampton

29th June 2021

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