Simon has over 40 years’ experience in the financial services world. In 2010 Simon founded Beaufort Asset Management as a whole-of-market independent firm. He has since set about building a team of like-minded people to deliver high quality advice to a broader audience.
Away from the office
Anything in, on or near the water is Simon’s idea of heaven; sailing, swimming or just sitting beside it.
He has been trying to play the guitar for 10 years but has not yet succeeded. His ambition to have one of his own paintings exhibited publicly also goes unfulfilled but he remains optimistic.
He also plays golf and cricket badly but enthusiastically.
The official bit
All financial advisers must be registered with the Financial Conduct Authority (FCA).
You can view Simon’s entry on the FCA Register by clicking here.
Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.
An adviser’s SPS must be renewed annually. We can provide you with a copy of Simon’s SPS on request.
Sunday lunch with family
Saying ‘like’ 5 times in every sentence