Simon has gained a breadth of experience and knowledge over the last 12 years in the financial services industry, and has had the pleasure of working with clients at every stage of their financial planning journey. From advising on complex pension schemes, investments and employee benefits for corporate and trust clients to providing protection advice on a first house for private clients.
Simon is eager to understand his clients' ambitions and goals in order to put a strategy in place which is both understandable and bespoke to their needs.
He is passionate about establishing long term relationships with clients built on trust to also help ensure that their financial plans and priorities are able to develop as their personal circumstances and requirements change.
With a client rating of 4.9/5, Simon has been featured in the '2021 Guide To The UK’s Top Rated Financial Advisers'.