Here are just a couple of the comments we have received on our business. So there's no need to just take our word for it.

"I have known Simon for many years and can recommend him to you as he has the knowledge skills and the experience and expertise in all the relevant financial services sectors.He is both professional and diligent in his approach in the understanding of a company’s requirements. Simon’s new venture will identify enhancements for your business and or savings in its outgoings."

Bob Massey BSc.DipPFS.TEP
Director, Countrywide Tax and Trust

“I have known Simon Jones on a professional basis for over 20 years. We have worked together on a wide range of mutual clients and Simon’s wealth management and investment planning skills are excellent. My clients have always been impressed by Simon’s technical knowledge and experience, and the clear and comprehensive manner in which he provides his advice. Simon also has the highest professional ethics and standards.”


David Butterworth

Wheawill and Sudworth Chartered Accountants