What were the circumstances that caused you to look for a Financial adviser? I was looking to invest in a personal pension and merge different pots from existing pensions and I thought the best way is to get an advice to fully understand how these products work. How did Simon Heap help you? He provided me with an extensive knowledge, support and expertise and explained everything very clearly so I could get the best financial deal available for me. What is your current situation? Have you seen the outcome you were hoping for? Yes What could they have done better? Simon is excellent at his job and I highly recommend his services

What were the circumstances that caused you to look for a Financial adviser? I needed to understand the best way to manage a share return. How did Simon Heap help you? Simon helped me to find the best products suitable for our attitude to risk, explaining the products and associated charges. What is your current situation? Have you seen the outcome you were hoping for? Yes. What could they have done better? Not possible to say as I feel the service has been excellent

What were the circumstances that caused you to look for a Financial adviser? Recently through a marriage separation. How did Simon Heap help you? Quickly understood my needs, provided a variety of options with an open and honest discussion about risk and suitability. What is your current situation? Have you seen the outcome you were hoping for? Simons service was greater than my expectations. I will use Simon again going forward and I would recommend. What could they have done better? Nothing at this time. My initial interactions have all had a positive outcome.

What were the circumstances that caused you to look for a Financial adviser? The need to improve our return on investment How did Simon Heap help you? Besides being a true and complete professional in the field of his expertise, my wife and I found him great fun and amazingly generous of his own personal time and efforts in helping us in another matter entirely. This was totally spontaneous and unsolicited, and we are grateful and very appreciative of his assistance What is your current situation? Have you seen the outcome you were hoping for? We are new clients and look forward to the first review What could they have done better? The field of investment is outwith our competence, and we therefore would not wish to express a judgement on a subject we have limited knowledge