Anne S, Leicestershire
I can’t recommend Simon and the team at Maple & Rose enough. Simon took the time to really get to know me before making any recommendations and was always happy to explain anything that I didn’t understand. I have always felt an equal partner in our relationship and that I could trust the plans and options proposed. Simon was excellent at ‘thinking outside the box’ as I already had a more traditional portfolio and so needed to diversify without taking too much risk. Take the time to have a chat with Simon if you’re looking to start, grow or diversify your investment portfolio - you won’t regret it!
Jo & Paul A, Norwich
We had put off dealing with our finances for too long, as it all felt a bit overwhelming. From our first meeting, Simon made us feel relaxed about the whole process. He took the time to get to know us, find out our financial goals, and then once he had put together proposals for us, he spent time ensuring it was all fully explained and understood by us both. Our only regret is not having found Maple & Rose Wealth Management sooner!
Olivia P, London
Simon has been great at spending the time and really listening to my concerns about wanting to get a handle on my finances - and then advising of the next steps. It's been particularly helpful that he's lived in both the UK and Canada, so was able to frame some of his advice in the context I was coming from, which was feeling a bit lost in the UK financial system as a Canadian. He's also provided some great recommendations for me as I've purchased my first place.
Pete M, Nottingham
Simon is a clear-speaking financial advisor who takes the time to really get to know his clients. His natural ability to empathise and put his points across using clear, non-jargon language alongside his strong communication style means he excels at what he does. His non-judgmental and trustworthy approach, makes me fortunate to have him as my advisor.