Olivia P, London - January 2025

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.