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Simon Rees DipFA

Financial Planner

Simon specialises in pension and investment related advice, general retirement planning, on-going client reviews and options for individuals who are approaching retirement.

With over 35 years’ of experience, he has gained a wealth of knowledge and experience across most areas of financial planning.

Simon started his career in financial services in 1984 and offers a high level of personal service to both new and existing clients.


Simon Rees


01376 331800


Hertford Office

The Red House
SG14 1AX