Simon has over 15 years’ experience in financial services, specialising in investments and pension planning with business owners, individual clients and companies.
The planning work Simon does with clients is key to them understanding their position and opportunities given by their financial circumstances. Simon strives to have long-term relationships with clients and finds the work he does for them very rewarding, especially when able to demonstrate, for example, that someone can retire without the risk of running out of money, or will be financially secure after a redundancy or bereavement.
Outside of work, Simon enjoys entertaining his two daughters, motorsports, classic cars and music. Simon’s qualifications include DipPFS.