Simon is a Financial Planning Technician, supporting the Financial Planners by creating tailored wealth management solutions for our clients and handling client queries. Having worked in the industry for over 30 years, his particular area of focus is cashflow and tax planning.
Outside of work he enjoys spending time with his family, especially at his house in the French countryside.
Qualifications:
Memberships:
YOU ARE LEAVING THE UK VERSION OF OUR WEBSITE.
Please be aware that services and pages will differ from region to region. Your chosen regional site will open in a new browser window or tab. Please press ‘Proceed’ to continue or if you would like to stay on the UK site, please press ‘Return’.
Search
"*" indicates required fields
Step 1 of 4
Tell us about yourself
Tell us what we can help you with.
How can we reach you?
Δ