"My husband and I wanted to get better returns from our cash deposits than the banks are currently offering, but weren't sure of the most tax efficient way to do this.
Simon Glazier was technically very competent and made some good suggestions, explaining the tax implications and benefits of each of them. He also made sure that we understood both how our money would be invested and what all the charges were.
At the end of our initial meeting we felt confident in his advice to the extent that we will likely invest some more money with AAB Wealth soon.
I wouldn't hesitate to recommend Simon as a financial adviser."