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Claire, Portishead

4 July 2021: My husband and I went to Simon Jones for a review of our financial position, and for assistance in planning our financial future. Simon is friendly and very thorough. He investigated all of our pensions, ISAs and other assets, and advised how we can best utilise them all. He assessed our attitudes to risk and proposed a plan to fit our risk profile. He then put the plan into action and made all the transfers in our behalf. With Simon’s expert help, we have been able to realise our dream of owning a motorhome, and buying an amazing house with 180 degree views across the sea. This has long been a dream, and we weren’t sure that it was possible. As part of the process, Simon arranged our residential mortgage and a let-to-buy on a rental property we own, so that we are paying the best rates possible. I would highly recommend Simon! He has enabled us to live the dream!

Claire, Portishead

4th July 2021

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