Sign up for news alerts.

We update our financial wellbeing resources regularly to help people build their financial literacy. If you would like to be notified of these updates please submit your email address below, you can opt out whenever it suits you.

Hero banner for testimonial: For a long time I thought only wealthy people had financial advisers

For a long time I thought only wealthy people had financial advisers

Oliver is a qualified HGV driver, him and his wife contacted Simon Jones shortly after their daughter was born. They wanted to review life insurance and critical illness and were keen to start saving on a regular basis for their daughter’s future.

“For a long time I thought only wealthy people had financial advisers. Simon carried out a full review of our existing life assurance and explained the pros and cons of keeping the existing cover versus replacing it with more comprehensive current policies. At no point did we feel like he was selling us anything.

When it came to saving for the future Simon took pains to explain the type of investments and the various levels of risk that accompany them. He then used projections to demonstrate how much more would be available for our daughter down the line if we invested rather than saved in a deposit account. He has also helped sort out our Will.

We have been very pleased with the service that Simon has provided and appreciate the peace of mind his advice has given us as a family. We’d not long remortgaged before we contacted Simon but when our current fixed rate ends we will be sure to get in touch with Simon for mortgage advice.

If you think that Financial Planning is only for the wealthy, think again. If you are looking for financial planning in Bath, Bristol or the South West, I would highly recommend working with Simon.”

Oliver, Bristol

27th September 2022

Get in touch

The information collected will be used solely for the purposes of providing background information when contacting you to arrange an appointment.