Simon Livings

After a successful career in asset management and investment banking, seeing the impact the market crashes of the early 2000s had on friends and colleagues motivated Simon to transition into personal finance with a fierce desire to help people take control of their money.

Simon is now a Chartered Financial Planner and Fellow of the Chartered Insurance Institute, providing clarity, structure, and peace of mind to a growing number of individuals, families, and Trustees.

Simon also specialises in working with employee-owned businesses, or those at the beginning of their journey to becoming employee-owned, helping them look beyond just the sale process and focus on what the sale can do to transform and secure their lives beyond the workplace.

Outside of work
With any spare time Simon has after entertaining his young son, you will find him running around the streets of London or embracing his farming roots with some clay pigeon shooting.