Simon McGuirk

I have been a client of Simon's for a number of years now and very happy. I trust him and explains things very well. Simon is very patient with me, always takes the time to ensure I understand my situation and gives me comfort on my future.

Simon has been our financial adviser for several years. He is most professional, understands us and our personal financial requirements and goals. He is always readily available to address any concerns we may have, is patient and explains his strategies very clearly so that we understand his advice pertaining to our individual portfolios. His advice gives us confidence and we know that he has our best interests at heart. We have developed a friendly rapport with Simon and are confident that our financial requirements are being met for our future retirement.

Simon put together an effective insurance strategy for me which has given me peace of mind knowing my income, my family and my assets are protected for any unforeseen health issues

We probably should have seen Simon years earlier but he has got us to a point where we can retire comfortably and for this we are grateful. We discussed a number of key considerations such as timeframes, priorities and what we want retirement to look like. Simon is passionate about ensuring his clients life live on their terms and with this he has helped us put together a solid and achievable plan of attack, one which has given us focus and purpose. more importantly we have Simon keeping us accountable to the strategy whilst he helps manage our investments in line wit hour risk profiles and strategic objectives.