Simon Heap

BA(Hons) DipPFS, Cert CII(MP)
Wealth Planner

Simon is a Wealth Planning professional, helping clients protect and enhance their wealth.

Simon lives Taunton and works with clients in London and the South West, helping them enhance and protect their personal wealth, as well as maximising opportunities for business and busy professionals.

  • Particular areas of focus include helping clients:
  • Investing tax efficiently
  • Enjoy financial freedom
  • Have peace of mind in retirement
  • Provide for future generations

Simon’s business focus has always been based on building great long-term relationships and client satisfaction.

In his spare time, Simon likes to spend time with his family, cycling and he enjoys the occasional round of golf at Burnham & Berrow.



07989 171571

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