Simon had an uphill start as we had bad experiences of “old school” advisers
We can not recommend Simon Jones and Unividual highly enough. I’m afraid he had an uphill start as we had bad experiences of old school” advisers. He took pains to allay all our fears. We were fast approaching retirement with little understanding of the benefits and pitfalls of the pensions and products we had in place. After several meetings Simon had a full understanding of our hopes and the products we had. He was able to recommend alternatives that better fulfilled our requirements and overall left us feeling confident about our future which we hadn’t previously. He has also arranged for our wills to be written which had been a “round-to-it” for a very long time. We are in a much better position all round.
Claire, Bristol