Overview
Simon began working in Financial Services in 1996 and switched to face to face advice in 2017. He believes in making the complex simple, using cash flow modelling to bring financial plans to life in a visual and engaging way. He avoids technical jargon and uses his interpersonal skills to smooth financial complexities.
He has:
- Experience in all core advice areas with specialism in retirement and estate planning
- Achieved Diploma Level 4 and CeMAP qualifications
- Is a member of the London Institute or Banking & Finance (LIBF)
- Worked with a wide range of clients from young professionals to retirees and business owners offering holistic advice tailored to their life stage and goals
- Focuses on building long-term relationships and helping clients plan with confidence
- A network of experts to ensure all aspects of his clients’ financial lives are supported
- In his spare time, he enjoys attending equestrian events and taking long walks with his family and his dogs Libby and Lacey.
Specific Skills:
- Investment and pre-retirement planning
- Near and post-retirement planning
- Inheritance taxation
- Personal taxation
- Personal and Business Protection
- Succession planning for families and business owners
- Cash flow modelling
- Residential and Buy-To-Let/Holiday Let Mortgages
THE FINANCIAL CONDUCT AUTHORITY DOES NOT REGULATE ADVICE ON SUCCESSION PLANNING INHERITANCE TAX PLANNING & HOLIDAY LET MORTGAGES ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY. SOME BUY TO MORTGAGES ARE NOT REGULATED BY THE FINANCIAL CONDUCT AUTHORITY.
