Tel: 01306 644 695


Confidence to Plan for my Future

Since meeting Simon my finances have finally taken on a positive structure and given me the confidence to plan for my future. I was very uncertain about how my pensions were performing before taking Simon's advice, and without a doubt I would have been in a very precarious position when my mortgage finally matured had Simon not helped me and taken control of things on my behalf.

Simon's product knowledge, personal manner and polite personality make dealing with him an absolute pleasure and as a result of this I have forwarded his details to my friends and members of my family.

I would not hesitate recommending Simon's services to anyone and I would not want anyone else to manage my finances.

Dino Leone, Principle Mechanical Engineer, Formula 1, Dorking

Investments, Pensions and Inherited Tax Planning Advice

I would highly recommend the advice of Simon Porter having benefitted as a family with advice across the spectrum with bonds, pensions and inherited tax planning.

Money management and planning has enabled us to cope with life's events and I have learnt a great deal over the years from Simon. Initially I was not aware of the potential of wise and prudent planning but as a family we put our trust in Simon, as fortunately my mother made his acquaintance in Dorking during 2009.

Helen Witkowski, Dorking