Alefa has always given me best advice. He is always up to date with current rules and regulations and had helped me navigate the changes over the past 10 years. He has also helped me move into retirement with confidence and has given me a plan so that I don't run out of money, and has helped to keep me disciplined in my spending.

We first came to Alefa because we needed help with two big things; remortgaging and getting a clear idea of when we could actually afford to retire (and hopefully bring that date forward).From the very first meeting, Alefa made everything feel straightforward and manageable. He listened carefully to our goals, asked the right questions, and gave us the clarity we’d been missing for years.The results speak for themselves: we now know exactly when we can retire, and we feel more confident about our financial future than ever before. What felt confusing and overwhelming before now feels organised and achievable.We honestly couldn’t be happier with the service. If you’re looking for someone who combines expertise with genuine care, we can’t recommend Alefa highly enough.

I’m really pleased with the service I received from Alefa. He took the time to review my finances in detail, combined my pensions to make them easier to manage, and invested them in a way that feels much more secure and effective. He also set up ISAs for my savings so my money is working harder for me. Everything was explained clearly and in a way I could understand, which gave me a lot of confidence in the decisions we made. I’d highly recommend him to anyone looking for professional and trustworthy financial advice.”

Highly recommend. Helpful, approachable, and provided clear, sound pension advice with excellent knowledge and professionalism.

Great financial advisor to work with. Professional and genuinely interested in your personal life/ business. Regularly providing updates and information about investing and the do’s and dont’s. I’ve always found them easy to work with and very helpful in guiding me with my personal pension. Highly recommended.

We have been with Simon Drake for 8 years. A very experienced financial planner with good listening skills and a very clear understanding of the investment market. He is always there if we have any concerns.People often complain re the price for this service, but with Simon you get VFM and without his input we would not have managaged the pension funds investment on our own.Thank you Simon.

Extremely knowledgeable and competent advisors. Brought my finances back on track and are now exceeding my expectations.Highly recommend Simon Drake.

Thank you Simon you are a great support to us and without your advice we would not be in the position we are in now, before you were recommended to us we had no idea how poor our pension was so a huge thank you, I would most definitely advise anyone to get in touch with you.