Great financial advisor to work with. Professional and genuinely interested in your personal life/ business. Regularly providing updates and information about investing and the do’s and dont’s. I’ve always found them easy to work with and very helpful in guiding me with my personal pension. Highly recommended.
debbie clarke
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April 09, 2025
We have been with Simon Drake for 8 years. A very experienced financial planner with good listening skills and a very clear understanding of the investment market. He is always there if we have any concerns.
People often complain re the price for this service, but with Simon you get VFM and without his input we would not have managaged the pension funds investment on our own.
Thank you Simon.
Mark Edgell
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March 06, 2025
Alefa and Jamie have been professional and knowledgeable and given me a better understanding of my circumstances. I would like to thank them for all the financial advice they have given me regarding my pensions and investments. I would not hesitate in recommending them to my friends. Many thanks.
Regards
Mark Edgell
karen benson
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April 07, 2025
Thank you Simon you are a great support to us and without your advice we would not be in the position we are in now, before you were recommended to us we had no idea how poor our pension was so a huge thank you, I would most definitely advise anyone to get in touch with you.
David Fitzgerald (Phitz)
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April 09, 2025
Extremely knowledgeable and competent advisors. Brought my finances back on track and are now exceeding my expectations.
Highly recommend Simon Drake.
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Great financial advisor to work with. Professional and genuinely interested in your personal life/ business. Regularly providing updates and information about investing and the do’s and dont’s. I’ve always found them easy to work with and very helpful in guiding me with my personal pension. Highly recommended.
We have been with Simon Drake for 8 years. A very experienced financial planner with good listening skills and a very clear understanding of the investment market. He is always there if we have any concerns. People often complain re the price for this service, but with Simon you get VFM and without his input we would not have managaged the pension funds investment on our own. Thank you Simon.
Alefa and Jamie have been professional and knowledgeable and given me a better understanding of my circumstances. I would like to thank them for all the financial advice they have given me regarding my pensions and investments. I would not hesitate in recommending them to my friends. Many thanks. Regards Mark Edgell
Thank you Simon you are a great support to us and without your advice we would not be in the position we are in now, before you were recommended to us we had no idea how poor our pension was so a huge thank you, I would most definitely advise anyone to get in touch with you.
Extremely knowledgeable and competent advisors. Brought my finances back on track and are now exceeding my expectations. Highly recommend Simon Drake.