Testimonials

Having sold my business property, I was in need of reliable financial advice as to how to best to invest the proceeds. The VouchedFor reviews of Simon helped me to source not only a highly competent, local advisor, but one who has turned out to be an invaluable aide and friend. I am delighted to report great satisfaction with his highly professional handling of my investment portfolio. His dedication to respecting my long-term aims is admirable, even though I have seen nothing but gains in the shorter term! The regular contact, along with Simon's constant availability were I to have any queries, is reassuring and I have no doubt that I will entrust him with my future success. For those of you reading this: You'll find that any initial meeting with Simon will be intensely comprehensive, empathetic, knowledgeable in all aspects of finance ...... and entirely without any commitment (bar a cup of coffee). It was a pleasure to meet him then, and it has reaped wonderful rewards for me ever since.

Neil’s initial lifestyle planning exercise helped confirm that our financial options were workable, to enable our planned early retirement. We have now been using Neil services for just over 10 years, for ongoing investment management, financial planning and support. Neil and the whole Blackdown Financial company provide steady guidance and oversight of our finances, which we are better able to manage by seeing our financial demands and needs, at different stages of retirement. Our confidence in the support offered, has also resulted in our recommendation and uptake of Neils services, by two family siblings.

Communication with Charlie and follow-up have been excellent. Overall, the service has been outstanding. I was looking for professional financial advice to better manage my investments and plan for long-term security, including retirement and tax efficiency. I wanted clear, trustworthy guidance on how to make the most of my savings and ensure my financial goals were achievable. Charlie took the time to fully understand my situation and objectives before providing clear, well-explained recommendations. His advice was tailored to my needs, and he made sure I understood every step of the process. He was approachable, responsive, and proactive in keeping me informed about changes and opportunities that might affect my portfolio. My finances are now much more organised, and the investments Charlie recommended have performed well. I feel far more confident about my financial future and the steps I’m taking toward my goals. The peace of mind his advice has provided has been invaluable.

Emma is truly a star. My husband and I were looking to buy our first home and didn’t know where to start. There aren’t enough words available that can emphasise how great Emma has been. She has been extremely helpful, thorough, professional and has gone above and beyond what we expected. As first time buyers we had many questions and Emma was prompt, knowledgeable and non-judgemental in her responses and our meetings. We really couldn’t have gotten through this process without her. We are now in our first home and Emma has been a huge part of that.

Top quality service from professionals who treat each person with care and commitment, who take the time to explain in a way that people can understand. There is no pressure put on people just good old fashioned honest advice, guidance and help. Staff are polite, professional and friendly. Have recommended to friends and family and would definitely advice giving them a call. Simon continues to provide an open and friendly attitude when having our meetings. Nothing is too much trouble and Simon takes the time to explain the smallest details if I’m even slightly confused. His attitude and professionalism make each meeting a pleasure. I have recommended Simon and Blackdown Financial Services to a number of people, both friends and colleagues. I look forward to our next meeting soon. In my opinion you will NOT find a better service than the one provided from Simon and his team. 10 out of 10.

We were looking towards early retirement and wanted guidance on managing current investments and how to manage financial planning for my retirement. Neil has helped manage my pensions, savings and shares portfolio in preparation for retirement. Having Neil as my financial adviser has been essential in giving me the confidence in planning for retirement, his advice and support has been exceptional.

Our mortgage was up for renewal and we've had brilliant communication, Emma answered all our questions at the beginning of the process and talked us through our options in detail. Emma helped us get the best possible rate including, finding an improved rate which she moved us too with no fuss at all. Nothing could have been done better. Brilliant service as we've come to expect from everyone we've dealt with at Blackdown Financial over the years.

Having received a large lump sum my husband and I sought advice on how to manage this as neither of us had experience in this field. We wanted to feel reassured that our money was invested more safely than we could have done. Neil talked through what we were hoping to achieve both long and short term. He assessed our individual concerns and levels of confidence. He explained how investing money can be managed and helped us choose how we wanted to proceed going forward. He provides ongoing support including changes of direction in response to life events. We have been very happy with Neil’s performance. He has proved a steady hand through major changes and events. We have achieved growth on our investments above that we would have achieved through a simple bank account.