Simon Wells

Wealth Planner

Simon spent 9 ½ years in the RAF, before pursuing a career in Financial Services in 1991. Having given financial advice as an insurance provider representative, Simon took the decision to become an Independent Financial Adviser in 1999, concentrating on holistic financial advice to high net worth individuals. Simon also specialises in pension planning, for which he holds the G60 qualification, and Inheritance Tax mitigation.

Simon is married to Jane, with one son Thomas, and enjoys cycling, swimming and the occasional game of golf. He and Jane walk regularly as they exercise their two Border Collie dogs, enjoying the Cornish countryside and the beautiful Cornish coast path.

Simon is also an active member of the Round Table movement, having been chairman of both the Truro Round Table club and the follow on organisation 41 club. During his membership the clubs have raised over £20,000 for local and national charities as well as organising numerous fun and social events.

01736 366 355 / 07989 172773

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