Work
Simon has 30 years of industry experience and holds the Chartered Financial Planner status. His career started out working in the Pensions Technical Department of a life office, which got him to where he is today.
Simon specialises in investments, pensions, retirement planning, and Inheritance Tax planning. He primarily works with people in or approaching retirement, those who have sold businesses, inherited wealth or suffered a bereavement or divorce.
Qualifications
Accreditations
Rest and play
Simon is married with two young children, who he adores spending time with, especially while on holiday.
Any spare time is spent playing golf, although Simon confesses to not being the best golfer. He also enjoys football, exercising, racing and attending the odd music gig.