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.
Telephone
01376 331800
Based
Winghams House
9 Freeport Office Village
Century Drive
Braintree
Essex
CM77 8YG
Telephone: 01376 331800
Perspective (East Anglia) Ltd, Registered in England and Wales No 1492223. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.
Perspective (East Anglia) Ltd is authorised and regulated by the Financial Conduct Authority.
Perspective (East Anglia) Ltd is a subsidiary of Perspective Financial Group Ltd.
Visit the links below for more information on our Website Privacy Policy and Data Protection Policy.
We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.
Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service
Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123
Perspective Financial Group Ltd are the data controllers of any personal data you provide to us on this form. For further information on how we use your personal data, please click here to see our Data Protection Statement.