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

With over 35 years’ of experience, he has gained a wealth of knowledge and experience across most areas of financial planning. Simon specialises in pension and investment related advice, general retirement planning, on-going client reviews and options for individuals who are approaching  retirement

Away from the office, Simon enjoys regular visits to the theatre, playing tennis and golf and watching his beloved rugby which he played at a reasonable level in his younger days!


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