What our clients say
I received a substantial inheritance from my brother and needed advice on the right way to invest this to meet my needs.
I had originally approached my bank but I found them very salesy and seemed to just want to push products at me.
Simon was recommended to me by a friend. He listened very carefully to my requirements, my views on money and was only too happy to spend time explaining difficult concepts in a simple and engaging manner. In the end I decided to appoint simon to design and manage my financial plan and investments.
Having worked with Simon for the 7 years now, I've always been happy with his advice and the swiftness with which he provides responses and deals with any issues that arise. My plans are well on track, I'm receiving a good income and my investments have performed very well. I can't recommend Simon highly enough.
After many years of procrastination I finally decided to get my financial affairs in order. Simon made it all simple and straightforward. He is quick to understand your needs and provides clear options. His relaxed and pragmatic approach ensure that you and your requirements are his number one priority.
Simon’s comprehensive knowledge of managing and planning finances gave me the confidence to work with him. He is a good listener, clearly understands the concerns you have and outlines his solutions in a clear, concise manner and in terms that are simple for anyone to grasp.
Simon is also a great communicator. He gets things done efficiently, he's quick to respond and is always there when needed. On top of all that he is a thoroughly nice guy and I will certainly be doing more business with Arkenstone.
Choosing someone to give you financial advice is a very personal and private thing, and also involves a lot of trust. When the adviser I was working with retired, I naturally had concerns about working with someone new.
When I met Simon, I was pleased how quickly we formed a good relationship and I was comfortable discussing my issues. I was given plenty of time to ask questions and have things explained.
I would recommend Simon, he is friendly but professional with excellent technical knowledge. He explains things carefully and follows up our discussions with informative and professional reports.
I also like that I can contact him whenever I need his help or guidance.
Along with his obvious knowledge and technical expertise, Simon has excellent communication and interpersonal skills.
I find that he listens carefully, and provides great impartial advice that is both relevant and considerate to my short and longer term aims.
Simon is able to simplify financial jargon and set things out in a way that supports decision making and action. All of my expectations have been exceeded to date and I highly recommend him.
Simon is very practical and knowledgable . He combines great personal skills with efficiency and care . He is a very 'safe pair of hands', trustworthy and conscientious. I am very willing to recommend him
I've known Simon since he worked at HSBC bank. Having been a customer of the bank for many years and considered on several occasions investing with the them, it wasn't until I met Simon that I felt confident that someone would be looking after my best interests independently of the underlying funds performance.
Simon not only possesses all the skills and knowledge necessary to give sound advice, he also demonstrates a great ability to empathise with his clients, and make them feel at ease.
There are always concerns about how to protect your capital and how to make it work for you and your future. Finding someone you can trust for the advice you need is a major problem when you are not really sure which way is right for your needs.
Working with Simon Ben-Nathan solved all of that for me. He invested the time to understand my needs and worries. The advice given and the 'why's' explained in simple terms was very enlightening and easily understood by me.
I feel very comfortable with Simon, and that his advice is tailored specifically to meet my needs, both now and in the future. He is the sort of person that gives you the knowledge and confidence to make very important financial decisions.
Simon has been a regulated Financial Adviser for almost 20 years and is the director of Arkenstone Wealth Management.
"Managing money and planning your finances can be simple, but that doesn’t mean it’s easy.
Successful money management requires clear thought, organisation and discipline. But the pace of modern life, media noise and our complicated relationships with money can often get in the way of making sound financial decisions.
Working with an experienced financial adviser can help overcome these obstacles.
Many assume that financial planning is about finding the best pension plan or investment fund. Of course, financial products have their place, but what do these mean without a destination or purpose?
At Arkenstone Wealth, we believe that a financial product - and money in general - is simply a means to an end, rather than an end in itself.
For us, the investment of time to understand your destination and develop a clear financial roadmap should always come before the investment of any money."
Managing a client's financial plan is in many ways just like managing a company.
As the Chief Executive Officer of your personal wealth, long-term financial success relies on you having a crystal-clear vision and efficiently management of many different moving parts.
Our role in your “business” is Chief Finance Officer. It's our job is to understand your aspirations, challenge your thinking, identify opportunities, minimise risk and keep the company financially organised.
We believe that managing your financial plan with the same purpose and efficiency as a business offers the best possible chance of transforming your life aspirations into a reality.