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Financial advice has freed up more time for family and we now feel safer

Even if you are clued up on finance, juggling the management of your money around a busy career and family is hard work. Jeremy and Laura share what it was like using a financial adviser during a global recession and how their adviser meant they could spend more time with the family.

What help did you get with your finances?

During our time working with Simon he has provided us with the peace of mind of knowing that should anything happen to me or my wife then our family is protected, he helped us ensure that we are getting the best mortgage interest rate and started a plan for a financially securing our future.

What are the benefits of using a financial adviser?

I like to think I am pretty clued up when it comes to investments but with a busy job and a young family it’s not always easy to find the time to do the research required. Simon has taken over the management of our personal pensions and the savings for our children. This not only frees up my time but given Simon’s technical knowledge it means that they are in safe hands.

What are the results?

My wife and I have been working with Simon Jones for just under two years and are very pleased with the service he has provided. Following a recent annual review we have been very pleased with the results, particularly given the global events of the past 18 months.

Jeremy and Laura, Bristol

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