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Joe, Bristol

2 July 2021: I would like to share the excellent service I received from Simon Hicks at Unividual. He took time to understand my financial position, long term goals and challenges in the near-term juggling a young family with the fiscal demands they come with. He turned what I perceived as a daunting gruelling task of planning my future, into an easy-to-understand plan, with my goals at the centre, giving me peace of mind that I will retire early with more than enough money to live comfortably. with the investments I have made, I can see the growth (both in my pension and ISA) and he is managing my mortgage well. Equally, I have the additional peace of mind with the protections we have put in place for myself and my family in case the worst should happen. Simon is hardworking, diligent, approachable and extremely knowledgeable. Moreover, he is very likeable and trustworthy which sets him apart from the competition. If you’re looking for wealth management advice…he is your man!

Joe, Bristol

2nd July 2021

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