Jeremy, Bristol
13 September 2021: 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. 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, helped us ensure that we are getting the best mortgage interest rate and started a plan for a financially secure future. 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 two sons. This not only frees up my time but given his technical knowledge means that they are in safe hands. Following a recent annual review we have been very pleased with the results, particularly given the global events of the past 18 months. Thank you Simon
Jeremy, Bristol
13th September 2021