"Over the past year or so, Simon has been helping us understand and simplify our various different types of investments held with several different companies. He has explained what each of the investments were, how they were invested and what they were costing us. He then recommended some changes which would help us to reduce the costs on our investments, thus leaving more in the pot for us, reduce the tax we would pay on any growth we experienced, and also simplify the management of our portfolio by using a 'Wrap'. We are very happy with the service that Simon has provided us and we have more peace of mind about our investments and financial planning."

Mike, Aberdeenshire