He is known for helping clients make confident, well-informed decisions at key stages of their lives.
He holds Chartered status and specialises in pensions, trusts and inheritance tax planning. Simon supports clients with careful, structured advice designed to protect wealth and plan effectively for the future.
Simon enjoys bringing together all aspects of a client’s financial situation to create a clear plan that supports what matters most to them and their family. He aims to be a trusted advisor clients can turn to whenever they need clarity, reassurance or a second opinion, whether they are planning for education costs, retirement or life after work.
Check out Simon’s VouchedFor profile here.
The Financial Conduct Authority does not regulate Trusts and taxation advice.
The Financial Conduct Authority does not regulate some aspects of corporate financial planning, automatic enrolment and taxation advice.
The Financial Conduct Authority does not regulate taxation advice. The value of investments (in a pension) can go down as well as up and you may get back less than the amount invested.