Testimonials

"We have been with Simon Cross Associates Ltd since 1996, initially for our mortgage and insurances but progressing to longer term investments and more recently pension planning and advice. The balanced approach to our investments has helped us navigate some difficult times and together we have worked towards securing our long term future. We feel able to discuss our plans and work out the best options easily and efficiently in a comfortable positive atmosphere." JW, Somerset


 

 "We first met Simon in 1994 when we needed a mortgage to buy our current home. Since then he has guided our finances through various ups and downs and we have always valued his straighforward, unbiased advice. Over this period he has looked after our numerous ISAs and pensions and helped us to build up a substantial Buy to Let portfolio." CR, Clevedon


 

"I have enjoyed the benefit of advice and services from Simon Cross for nearly 20 years, which has been invaluable, as pensions and investments are to me a black art! The advice has always been balanced and unbiased and has been a big help to me over the years. I would recommend Simon Cross to anyone needing direction and support with their finances." Ms CO, Wick, Bristol


 

"Simon has looked after my ISAs and other investments since 2001 and has also provided mortgage advice to me and members of my family. he has always explained things clearly and taken the trouble to ensure that I have understood them fully. I value his advice over this time and would certainly recommend him to any of my friends looking for financial advice." Mrs LC, Retired Nursing Manager, Bristol


 

"Simon has been our financial adviser since 1996 when he arranged a mortgage and related insurances for us. He has also provided advice for members of our immediate and wider family. Simon is meticulous, courteous and thoroughly knowledgeable. He always takes time to explain options carefully and we have never felt rushed or pushed in a particular direction. We have every confidence in Simon and will continue to use him as our financial adviser in the years ahead." TB, Clifton, Bristol


 

"I first met Simon in 2002 on the recommendation of a good friend, as I needed to build a financial plan for the future. We started this process by putting in place an income protection plan together with various PEPs and ISAs and he has since helped me to sort out my pension provision and given me advice on my mortgage.

I have always found his advice to be clear and sensible and I have never felt under any pressure to purchase products or make decisions until I am quite ready to do so." Ms BG, Charity Chief Executive, Bristol