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Jon, Bristol

7th September 2021: We dealt with Simon Jones of Unividual to look at all of our finances, investments, pensions and insurances. He was extremely thorough and work patiently to fully understand everything as well as our future ambitions before reviewing our position and recommending any changes. We did everything piece buy piece and he was very impartial, only making recommendations where he felt we could improve. As a result we have saved money on policies and improved our position with regard to pensions and other investments. I would highly recommend Simon to anyone looking to use a financial adviser.

Jon, Bristol

7th September 2021

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