Simon Watkin Bewertungen 20

I've been working with Simon for nearly 3 years now and have really value his advice. Simon's always responsive to my questions and I enjoy our working relationship.

I´m working with Simon for over 12 years already, and there are many good things I can say but will summarize to the following: trust, high level of expertise and tailored advising. If you need a person to work and optimize your investments and savings, Simon is the guy, a seasoned professional who always have a solution and option to help you. I´m also lucky to be his friend.

Simon has been very helpful with setting up my investments. Furthermore, Simon provides great customer service and always answers questions quickly.

Simon has been my financial advisor for over 12 years now in regard to my pension account. During this time his management of both me and my account has been very thorough and professional. He has been very proactive in guiding me through the markets, always taking time to keep me regularly informed in all regards of my account. He encourages regular touch points and dialogue whilst welcoming any questions, of which he is quick to address. He also has a great deal of patience and has a great knack of explaining complex financial matters in a very practical and easy to understand manner. Aside from this he is a very friendly, polite, engaging individual and someone it’s a pleasure to catch up with whenever we chat. A solid guy and I do not hesitate to recommend him for his business acumen and the integrity he brings to the table in all matters concerning my financial investments.

I first met Simon at an event in Beijing. We met and had a talk about my financial goals for the future (which are quite modest). 10 years later, I still rely on Simon for my financial advice. Simon and I talk as often as I want, but definitely 4 times a year. He always asks if anything has changed, if my goals have changed, and then reviews my portfolio in a way that is simple and easy to understand. If I need more help, Simon finds support materials for me. Even during these stressful times, Simon is helping me navigate financial waters that are over my head but I still feel safe.

Investing while living overseas as an American is fairly difficult, but Simon and crew have done a good job making it not only possible but fairly pain-free. No huge amount of paperwork or compliance costs on my end, just put in the money and read the quarterly reports. Convenient and hassle free!

I have been working with Simon for almost 2 years now and have found him to be attentive, responsive, helpful and astute. He is always happy to address concerns and discuss investment ideas, and he has been able to help me invest effectively as an expat moving between countries. I highly recommend him

Simon has been incredibly helpful and very knowledgeable. We have worked together to build my portfolio; he gives great advice and listens to my needs and ideas, and we work together to make my investments. I highly recommend Simon.

It's been a pleasure to have Simon as my financial advisor for the past 3 years. He's responsive, trustworthy and provides excellent advice on portfolio management and investment opportunities, particularly for expat investors like me. I strongly recommend his services!

I've been working with Simon for nearly a decade and he was a great help in dealing with the problems of how to invest whilst in China. I'd be in a much worse financial position without him.

Been working with Simon as my financial portfolio Advisor for 2 years now, he has been great to work with, very responsive, kind and with plenty of experience in the investment industry.

My portfolio is running well with great performance given his advisory and management.

Beside being a nice guy, Simon also provides realistic, achievable investment advice.

Great advisor. Always available and very cooperative.

Simon has been very easy to work with. I asked if we could communicate by text instead of calling, and he fully respected my wishes.

I have had a professional relationship with Simon for many years now and it has been a pleasure to cooperate with him. Simon possesses big knowledge of finance and with his advice I have less on my mind in terms of financial planning and retirement. He has a particular ability to explain complexities of financial markets in simple terms and with clarity. I recommend Simon's service to everyone who wants to enhance their understanding of the markets and to manage their money wisely.

Simon has been fantastic throughout the whole process. He was very patient with us as we moved overseas as we dealt with all the unexpected issues that come with moving and when we were set up he was very helpful with getting our investments started. He is very good at establishing a rapport with you so you feel like you’re talking to a knowledgeable person, not just a business.

I highly recommend talking to Simon for any investing questions.

Exceptionally helpful. Takes time to really make you understand the process. Is also very efficient at getting things done quickly. Also very good at listening to my specific needs and concerns.
Highly recomended

Navigating investments as a U.S. citizen living in the UK can be overwhelming, but working with Simon over the past two years has made all the difference. He’s been respectful, patient, and incredibly knowledgeable—always taking the time to explain options clearly and helping me feel confident in my financial decisions.

What stands out most is how communicative and available he’s been. Whether it’s a quick question or a deeper discussion about strategy, he always makes time. He doesn’t just manage investments—he partners with you, and that trust is invaluable. I’ve not only gained clarity on my finances, but I’ve also learned a lot in the process.

Highly recommend to anyone looking for an advisor who’s both technically sharp and genuinely invested in your success.

Simon is professional, attentive and gets results.
I'm from the UK and he's been helping me with a lump sum and monthly investments for the last 2 years to help grow my wealth whilst I live in Thailand. I really trust in his advice and he always explains everything clearly on our catch up calls. I'd recommend having a chat with him if you are thinking about investing.

It's been a pleasure to work with Simon as my financial advisor! He's very knowledgeable and provides excellent advice on portfolio structure and fund ideas. He's always pleasant and responsive, trustworthy, and reliable. I would highly recommend his services for anyone looking for investment guidance, particularly for expat investors.