Simon has worked in the financial services profession for over 35 years and been an Independent Financial Adviser for the last 20 years.

Simon specialises in Lifestyle Financial Planning for his clients ensuring that they never run out of money during their lifetime and implementing Legacy Plans to ensure his clients’ estates go exactly how and where they want them to. Simon also works with business owners of SME’s ensuring the business can continue if disaster strikes the partners or directors. Ask Simon about the best methods of extracting profits from your Ltd company!

Simon helps protect your wealth now and for your future generations later on, protecting your loved ones with provision after you have gone and your own interests at the point that you may no longer be able to act for yourself.

As a specialist Independent Financial Planner, Simon offers insight to your financial future, and if you don’t like what you see, advice and guidance on how best to change it for the better.

Accreditations and memberships

Diploma in Financial Advice (DipFA)

Certificate in Mortgage Advice and Practise (CeMAP)

Certificate in Regulated Equity Release (CeRER)

Away from the office

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. We can provide you with a copy of Simon’s SPS on request.