We once dreamt of a house by the sea and a motorhome, our adviser made it happen
Paul and Claire contacted Simon Jones for a review of their financial position and assistance in planning their financial future. Little did they know they could achieve their wildest of dreams.
What was the financial planning process like?
Claire said: “Our financial adviser is Bristol based Simon Jones, he 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 on our behalf.”
Paul added: “Simon is very responsive, approachable and thorough in his financial investigations and the resulting advice he provides. He helped my wife and I sort our pensions, ISAs, investments and mortgages. He was able to demonstrate how we could afford to release equity from a rental property, fund our house move and realise our dream of owning a motorhome for those getaway weekends.”
How did financial planning help you?
Claire: “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. He has enabled us to live the dream!”
Paul added: “Simon is more than an independent Financial Adviser. He not only looks at the numbers but also looks to understand our aspirations and how to achieve them. I have worked with other IFAs in the past but Simon outshines them all. I would highly recommend him to anyone wishing to review their financial circumstances.”
Claire & Paul, Portishead
4th July 2021