Our advisers are recruited and carefully selected by our highly experienced management team.
We complete thorough due diligence on the advisers to ensure that we only work with the best advisers and to ensure they will act professionally in accordance with our exacting standards; all are fully qualified (level 4 diploma) and a number hold the highest standard of qualification, which is chartered.
As a Chartered Financial Planner, Simon has achieved the highest level of accreditation in the field and is a firm believer in being able to demonstrate and provide real, measurable value and results to clients. A specialist in pension, investment, protection and inheritance tax planning, he has over 15 years’ experience within the financial services industry.
Simon believes in delivering outstanding financial advice to clients, which can only be achieved by taking the time and care to fully understand clients’ individual needs, goals and aspirations. Simon feels that strong, lasting relationships are integral in being able to provide clients with the very best level of advice.
Outside of work, Simon enjoys spending time with his wife, two children and Welsh Springer Spaniel, as well as watching a variety of different sports when time permits.
Simon offers the following areas of advice: