Agile Life UK

I was looking to transfer from a Final Salary Scheme. Simon walked me through the whole process which was really complicated and I got the transfer I wanted. Im really happy with the outcome, I'm now in the pension I wanted.

I found Simon very knowledgable and helpful in explaining and advising on how my partner and I should consider planning our finances for the future. With us starting a new business venture he was able to give practical tips that we have been able to act on. I certainly feel more confident now we have someone we can rely on and trust with our financial concerns. Would highly recommend!

As someone used to dealing with, working with financial advisers I know they can be a very mixed bag. From the “Give me your money and I’ll make you rich to “This product will grow by 12.089%, then your capital will be protected, indexed linked and you can get access to it after 10 years”. Let’s face it, the financial services sector, is not renowned for its service or simplicity. However, my experience with Simon was completely different. It was straight forward, clear, explained, rewarding and enjoyable. Simon took the time to learn about my family circumstances, questioned me about our plans and outlined some options. He then researched the option and outlined some proposals very clearly. Having agreed on a proposal, Simon then followed through with diligence to ensure, the endless forms and detail were completed to a tight schedule. This was not a simple transaction and we had many things to consider. It was our family money and we chose a conservative option. Since the completion of the transaction 4 months ago, our fund has grown by over 5%. Can I say more? If you want good solid financial planning, advice, support and help. Simon is your man.