He holds the DipPFS qualification and draws on decades of industry knowledge to support clients across a broad range of financial planning needs. His extensive experience enables him to provide practical guidance tailored to each client’s unique circumstances and objectives.
For Simon, financial planning is about people rather than products. He takes pride in getting to know clients properly, understanding what they want to achieve and helping them build a clear path towards their goals. The relationships he develops over many years are among the most rewarding aspects of his role.
The value of your investment and income from it can fall as well as rise and you may not get back the original amount you invested.