Preferential Wealth Management - Boston

steve M.

I have known Simon for many years and he helped me enormously when I was forced to retire early, due to ill health. The pension arrangements he made were excellent and he was able to help me release funds and make really good investments.
He was also very helpful when my daughter needed help following a divorce and sourced a really good mortgage.
Simon is more than a financial advisor, he is a good and trusted friend.

Wendy B.

Simon has been looking after our pensions and investments for a number of years. He listens to us and makes sure that any products he offers or recommends to us meet with our attitude to risk and aims to achieve our goals. He always explains everything very clearly and regularly meets up to review our portfolio. We are extremely lucky to have a local financial adviser we trust.

Lord L.

I first met Simon in 1996 and since then he has given me and my family financial advice. He listens to what you would like to achieve and then tailors a solution to meet the requirements.

He stay in regular contact and the financial planning tools he shares with client help navigate the sometimes difficulty to understand financial world.

If you need financial advice be that pensions investments wills or funeral place seriously consider Simon and the services he can offer.

Nicky B.

Simon has looked after my financial affairs for over 15 years including my pensions, mortgage, investments, and life insurance. He is very professional but also down to earth, and his knowledge is exceptional. He takes time to find out what your needs are so that he can find the right solution for you. He also carries out a review each year to ensure the investments are still the best solution for my needs and to show how those investments are performing.
I have over the years recommended him to family and friends who have all received the same excellent level of service. He also now works with some of my accounting clients supporting them with pensions, investments, and good advice to gain the maximum tax breaks and to plan for the future of their business.
I would highly recommend having a chat with him to see how he can help your future finances.

Sandra D.

Have dealt with Simon for several years now. He is always full of knowledge about current financial states etc and can always advise you on the best possible ways to invest. He is very friendly and will come to your home, so in a relaxed environment and at a time to suit all parties. We always enjoy a good chat ! Can thoroughly recommend if you need his services.

Cindy H.

Simon Gibbons has supported myself and my family for many years with professional financial advice which has been invaluable to enable us to achieve our current financial position. Simon is always very friendly and approachable. He has always given the best advice when our situations have changed with a vast amount of knowledge of the current world financial markets. I would definitely recommend him.

Michael C.

I have been trusting my finances with Simon for many years. There are several reasons why this trust is justified. In a world where it seems people rarely seem able to fulfil a basic promise of providing a service they are paid to provide, Simon always delivers, in fact he mostly over delivers. To coin a cliché, he goes the extra mile. In retirement I have tried to reduce the amount of hands on input that is required from me to maintain stable finances in an uncertain world. Simon is a key component of that strategy.

Anne S.

Simon is great to deal with - he doesn't mind when I ask for pretty basic information and explains everything clearly. He's done a good job for me, ensuring that I have a decent pot of money for my retirement. He's also an all round nice guy