Simon Jones
A Chartered Financial Planner and Fellow of the Personal Finance Society, I am qualified to advise on every aspect of an individual’s finances, including long-term care and equity release. During my career in the financial services industry, I have performed various roles within banking, insurance, and regulated compliance. The former provided me with a solid […]
Simon Hicks
Simon is a Chartered Financial Planner and Fellow of the Personal Finance Society. Based in Bristol, he has clients across the south west, as well as in London, Bath and the Midlands. After graduating with a BA Hons Accountancy degree, I started my finance career at Hargreaves Lansdown, gaining experience in pensions and investments for […]