Simon Frost

Managing Director & Chartered Financial Planner

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

Statement of Professional Standing

FCA Register

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.

We asked Simon...

Your proudest moment as a Financial Planner is:

Achieving Chartered status and when Scott and I bought gpfm during the middle of the financial crisis.

The three things you love most about your job are:

I have a genuine passion for what I do, which is helping people, and have enjoyed meeting people from all walks of life. For someone to trust you with their financial future is a big thing.

Your favourite holiday destination?

Greece

If you could be any fictional character, who would you be?

Sherlock Holmes

Your favourite song to play in the car?

Mr Brightside

Our team

Committed, strong and driven are just three words to describe our trusted team. Meet the individuals who will go the extra mile for you.

Scott Atkinson

Managing Director & Chartered Financial Planner

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Katie Hately

Chartered Financial Planner

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Simon Frost

Managing Director & Chartered Financial Planner

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Emma Saunders

Financial Planner

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Scott Shadwell

Financial Planner

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Lewis Keates

Paraplanner

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Paige Howles

Paraplanner

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Heidi Cunningham

Client Services Support

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David Shepherd

Head of Business and Finance

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Rosie Wills

Client Services Manager

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Michelle Good

Operations and Compliance Manager

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