0333 241 9900

Simon Caplin

Diploma

  • Free one hour initial discussion

Get to know Simon Caplin

Simon has been an adviser for over 20 years with a number of multi-national companies and his education includes a B.A. Honours degree along with financial services qualifications. Since a young age Simon was hungry to absorb knowledge about financial markets and when being able to couple such enthusiasm with helping to give people long term peace of mind and see them achieve their goals he was committed to financial advice as a perfect career choice. He is at home working on all areas of planning with a particular focus on Investments, pensions and inheritance tax. Having extensive experience working in the High Net Worth division at HSBC as well as previously spending time as a mortgage adviser, Simon enjoys assisting all manner of clients regardless of their needs or sophistication. When setting out plans, Simon prides himself on really understanding what is most important to his clients both at the early stages of the advice process and as time goes on. He believes that this is key to building a long-standing relationship and forming an environment of trust. It is vital to Simon to ensure that his clients grasp what he is communicating and he frequently checks this, being acutely aware that in a world of financial Jargon, everyone has a very different level of knowledge. When Simon is not working, his time is spent following most sports, swimming, the odd trip to the races and ferrying his two children around.

Flying Colours Life Verified

At Flying Colours we select the advisers to join us and work under the Flying Colours name. They have to go through several levels of assessment, due diligence, client servicing history and financial background checking as part of our stringent approval process. This ensures that you always get the highest standard of service from our advisers.

Flying Colours Validated IFA

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