Simon is a highly experienced Financial Planner having spent over 20 years in financial services.
After a successful time in the world of investment banking and asset management, seeing the effect of three major market downturns in the early 2000s 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.
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.