"Simon Stannard was recommended to me following my divorce.
His financial advice to arrange my pension and savings has been clear and without pressure. He guided me through the process, always taking my cautious views into consideration.
Simon's friendly, professional but sensitive approach allowed me to feel confident about the big financial decisions I had to make but always allowing me time to consider my options.
He continues to give me good customer service with regular updates and guidance."
"Simon has been for me, for some years now, the ideal financial advisor - or I should perhaps say financial planner. He combines a deep knowledge of his subject with financial acumen, a deep understanding of the individual needs, a highly ethical approach, and the ability to create a personal relationship with his client. When Simon left the firm in which he was previously employed to set up his own firm I had no hesitation in following him there. He is highly recommended and I know he'll go from strength to strength."
Dr Lucio Fumi
"Simon Stannard has helped my wife and me sort out all kinds of financial aspects in relation to my retirement planning and investments for some time now and keeps in regular contact with new or alternative idea possibilities to make sure that we are financially secure. He is an expert and we have every faith in his knowledge and advice. I have no hesitation in recommending him."
"I contacted Simon to arrange a financial product and am very satisfied with the service I received and the outcome. He took endless trouble to explain everything in simple terms and in answering my frequent questions. I felt very happy that I received good advice and excellent customer service."
"Simon evaluated my financial situation based upon my current status and where I want to be in the next few years and managed to provide a solution that met all my criteria. The solution he proposed was not something I would have come across without his expert help. He is definitely worth talking to and his charges are upfront so you know what it will cost you."
"Following a change in our personal circumstances we engaged Simon to review our current financial situation but also to take a longer term view of our savings, investments, insurance policies and pensions. Simon has a very professional manner is very knowledgeable and goes the extra mile to ensure that you have fully understood what he has said.
We highly recommend Simon and it was a pleasure being able to meet and discuss our requirements with such a friendly easy going person."