Simon has been a Financial adviser since 1996 having previously worked in bank management. He is now an Independent Financial Adviser accessing the whole of market on behalf of his clients.
He brings wealth of experience covering Pensions, Trusts & Estate planning, Investments and long term care planning.
Simon has generally dealt with professional clients such as accountants, doctors, dentists, fund managers, small and medium sized business owners and professional musicians among others.
He holds an impressive set of formal qualifications. As well as having a first degree, he is a Fellow of the Personal Finance Society and an Associate of the Chartered Institute of Bankers.
Simon feels honored that so many clients have trusted him with their personal information and sought his sound advice when trying to achieve their goals & aspirations.
Simon believes the key to being a good financial adviser is having a sound level of technical knowledge but more importantly the ability to listen and connect with what is important to the client.