Review Time
I´m working with Simon for over 12 years already, and there are many good things I can say but will summarize to the following: trust, high level of expertise and tailored advising. If you need a person to work and optimize your investments and savings, Simon is the guy, a seasoned professional who always have a solution and option to help you. I´m also lucky to be his friend.
Simon has been my financial advisor for over 12 years now in regard to my pension account. During this time his management of both me and my account has been very thorough and professional. He has been very proactive in guiding me through the markets, always taking time to keep me regularly informed in all regards of my account. He encourages regular touch points and dialogue whilst welcoming any questions, of which he is quick to address. He also has a great deal of patience and has a great knack of explaining complex financial matters in a very practical and easy to understand manner. Aside from this he is a very friendly, polite, engaging individual and someone it’s a pleasure to catch up with whenever we chat. A solid guy and I do not hesitate to recommend him for his business acumen and the integrity he brings to the table in all matters concerning my financial investments.
I first met Simon at an event in Beijing. We met and had a talk about my financial goals for the future (which are quite modest). 10 years later, I still rely on Simon for my financial advice. Simon and I talk as often as I want, but definitely 4 times a year. He always asks if anything has changed, if my goals have changed, and then reviews my portfolio in a way that is simple and easy to understand. If I need more help, Simon finds support materials for me. Even during these stressful times, Simon is helping me navigate financial waters that are over my head but I still feel safe.
Investing while living overseas as an American is fairly difficult, but Simon and crew have done a good job making it not only possible but fairly pain-free. No huge amount of paperwork or compliance costs on my end, just put in the money and read the quarterly reports. Convenient and hassle free!
I have been working with Simon for almost 2 years now and have found him to be attentive, responsive, helpful and astute. He is always happy to address concerns and discuss investment ideas, and he has been able to help me invest effectively as an expat moving between countries. I highly recommend him
It's been a pleasure to have Simon as my financial advisor for the past 3 years. He's responsive, trustworthy and provides excellent advice on portfolio management and investment opportunities, particularly for expat investors like me. I strongly recommend his services!
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