Financial Planning Hub

Simon has been looking after my financial affairs for some years and I have no hesitation in recommending him. He's thorough, patient and great at explaining things through to the end. I'm very happy with my arrangements and have a regular review to ensure things are on track.
Mar 16th, 2023

Simon was professional and responsive when helping find the right pension investment scheme for me. He works with a set of tools in order to capture information and search the market for the best product. I am very pleased with his services and results!
Jun 10th, 2022

Positive: Professionalism, Quality, Responsiveness, Value
Mar 7th, 2022

Simon Stannard was of great help to me. He has a friendly, down-to-earth manner and his approach to understanding my situation and my attitude to investment risk instilled trust and confidence from the outset. He is extremely knowledgeable and a true professional, coming up with options and products that were best suited to my needs, and taking the time to explain everything (including benefits, risks and suitability) in a straightforward, jargon-free way. Simon made it easy for me to make informed decisions on the way forward, and took a weight off my mind. I am delighted with the outcome! I highly recommend him.
Mar 3rd, 2022

Simon is a consummate professional. He is thorough with a high attention focus and deep attention to detail. He's an active and attentive listener which really helps the information transfer. He knows his market and his product set. He goes to great lengths patiently explaining the potential risks and benefits of given scenarios. At first, I had minor issues with the Online Portal but those are IT related and not a reflection on Simon's abilities or skill. Annoying though. I can't say I've had a lot of experience with Financial Planners, but suffice it to say - as my prospects change, I will be calling upon Simon's services again.
Nov 27th, 2021