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Experience and knowledge

Over the years we have helped clients take control and understand their financial future, allowing them to gain financial clarity. Here are just a few of testimonials from our clients.

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“We originally engaged Simon to review Gillian’s pension arrangements which were, to say the least, protracted and complex. Simon took the time to review the arrangements in place and formulate a strategy perfectly aligned with Gillian’s priorities. Circumstances changed that meant that we did not progress with the arrangements but we have since engaged Simon to perform an almost identical review with my arrangements and I am delighted to confirm that the business has been completed. In an industry littered with individuals out to make a fast buck we are certain that Simon can be considered utterly trustworthy, sincere and professional as well as a great guy to do business with. We have no hesitation to recommend his company.”

Paul Montanaro & Co, Director,

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“We met up with Simon earlier in the year to review our pensions and life insurance. Simon's approach was a breath of fresh air when compared to previous FA's, there was no pressure applied just straight forward objective and considered advice.

I would have absolutely no hesitation in recommending Simon to anyone who feels that they are not currently receiving the service that they expect from their Financial Advisor.”

Director, Anderson Architecture

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"I just thought I’d take the time and write a few words regarding Simon and his business Absolute Wealth Management. As an independent mortgage adviser I often need to refer my clients to a financial adviser that is not only professional in the advice they offer but approachable and “human” too. Simon meets both of these important criteria.”

“He takes time to fully understand the needs of his clients before making any recommendations to them. As an adviser who is directly authorised by the Financial Conduct Authority, Simon can provide a perfectly tailored solution to his clients, not only meeting their budget requirements but their attitude to risk and will explain everything in a clear and concise manner, without complicating things with industry jargon. He is not tied to a small panel of providers but can utilise every life & investment company in the UK.”

“As the father of 3 young children Simon understands the importance of carefully managed investments & ensuring your family are covered in the event of death or serious illness. All my clients that I have introduced to Simon have been delighted with not only the products that Simon arranged for them, but in they way they were dealt with too.”

“In this day and age where customer service is often not what you believe it should be, I am happy to say that Simon still stands for the old fashioned values of putting his clients first, and would wholeheartedly recommend him and Absolute Wealth Management to you, your friends and colleagues alike.”

Steve Bolt, Director at Vivid Financial Services Ltd

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"I want to thank Pete for working so well on my behalf with regard to my financial affairs and investment. The work that you carried out for me got a great result, and was of real benefit to me. You carried it out rapidly, highly efficiently and to my great satisfaction.

Thank you for being so easy to work with, helping me to understand the issues and explaining stuff so well and carrying out the work in a highly professional manner."

 

Martin Baldwin, Martin Baldwin Associates

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Or call on 0117 907 1965

 

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41 North View,

Westbury Park,

Bristol BS6 7PY

0117 907 1965

info@absolutewm.co.uk