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Cecilia, Bristol

15 June 2023: I have been working with Simon Jones for around 18 months. Me and my partner hadn’t used a financial advisor before so we were a little unsure initially but Simon was friendly, clear and transparent throughout the whole process. He undertook a thorough analysis of that I was looking to achieve and my personal circumstances. The whole experience has been positive, I feel much more confident about having put in place a long-term financial plan, and I wouldn’t hesitate in recommending Simon and Unividual.

Cecilia, Bristol

15th June 2023

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