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Simon joined Perspective (North East) Ltd in 2019 as a Paraplanner.

After graduating from Leeds University with a BA (Hons) degree in Political Theory he held roles in management consultancy before returning to his hometown to start his own business. Following the sale of this he embarked on a new career in Financial Services in 2018, and soon joined Perspective (North East) Ltd.

Progressing quickly through his qualifications, Simon has attained the Diploma in Regulated Financial Planning and further advanced qualifications in Investment Planning and Pension Transfers.

He particularly enjoys the challenges of technical research and report writing and is always keen to learn.

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