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 six years. I then moved to Friends Life where I developed additional knowledge in tax, trusts and protection whilst studying for a Diploma in Financial Planning. The more I learnt, the more I wanted to use my knowledge to help others. I wanted a career that enabled me to interact with people daily, was technically challenging and more rewarding, so I decided to become a financial adviser.
Now with over 12 years’ experience in financial services, I am a Chartered Financial Planner and Fellow of the Personal Finance Society. I am doing what I love every day: sharing my passion and knowledge of financial planning and advice. No day is the same and all clients are unique with a different story to tell and a unique path they want to follow. One of the highlights of my career to date has been when I was ranked in the Times as one of VouchedFor’s 2019 UK Top Rated Financial Advisers. Since then, I have held this award every year to date.