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"Simon takes time to listen, question and discuss your situation to ensure he understands your requirements. Throughout he is professional, respecting the sensitivity of situations, checking his understanding and ensuring yours as well. He particularly helps you to balance and measure the degree of risk and reward that is appropriate. He has been proactive in proposing change to investments when appropriate, and gives the confidence that he is truly looking out for your best interests, both short and long term.
We find Simon to be wholeheartedly trustworthy and have no hesitation in recommending him to others."


Bryan, Aberdeenshire, Strategy & Transition Manager