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Using a financial adviser made a positive impact on my financial situation

Bristol Financial Adviser, Simon Hicks, was recommended to me by a friend and colleague. The decision to use his financial advice has been one of the best I have ever made, from day one he took the time to understand my financial position and goals.

Simon Hicks is professional, knowledgeable and personable. He is patient, detail orientated, understands what the client wants and will cover a range of options whether its pensions, investments, mortgages.

I’ve been introduced to a range of new products and this has created a positive shift in both my financial position and mindset.

I am looking forward to continuing working with Simon to achieve my financial goals and would definitely recommend him as a financial planner to others going forward.

Poonam, London

18th August 2021

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