Get to know Simon
I started in financial services in 2006 and have been a Chartered financial planner since 2018.
I love being able to help people and understand where they’d like to be and what’s important to them with a view to creating a financial plan to be able to best meet those objectives. This can only be achieved by really getting to know you, earning your trust, and being able to demonstrate real, tangible value.
I specialise in pensions and retirement planning, investments, and succession and Inheritance Tax planning.
Outside of work
I enjoy spending time with my wife, our two children and our Welsh Springer Spaniel. We all enjoy country walks, fresh air, and enjoying life together.
I love sport, although nowadays this is typically limited to spectating rather than playing. I do still enjoy running, and try to get to the gym when I can!