Diploma in Financial Planning (DipPFS)
Simon has over 22 years’ experience in Financial Services, specialising in investments and pension planning with individual clients and business owners. The Cashflow planning work Simon does with clients is key to them understanding their position and opportunities given by their financial circumstances.
"Outside of work, I enjoy entertaining my two young daughters (as well as taxiing them around), motorsports, classic cars and music and film."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.
Thank you for submitting your details. We’ll be in touch to arrange a convenient meeting time for you.