Simon was great to work with. I had some initial concerns, but he walked me through everything and made me completely comfortable. He is very professional and quick to respond. I’d highly recommend.
Amazing communication. Simon was very patient when responding to our inquiries and helpful in providing us with the services we needed. Thanks again Simon!
Simon was professional and responsive throughout the entire process. I appreciate all of his patience and dedication. At times, I was not able to respond for days on end, and he made sure to follow up to ensure everything was completed quickly. Thank you!
Strata Wealth and Simon have been great to work with to transfer my UK pension. It ended up being a lot less hassle than I originally thought and I’m glad I got it all done. Thank you.
We have known Simon on both a personal and business level for over 10 years now. We have greatly enjoyed working with him and the rest of the Strata Wealth team throughout the years as they have managed our retirement accounts and life insurance.
Simon did a great job transferring my pension from back home. I wasn’t sure that I was able to at first, but he got my pension over in a very timely manner even though there were some hiccups that were not caused by him. Highly recommended.