Simon Wallis-Taylor

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:

• Advanced Diploma in Financial Planning
• BSc Pure Mathematics

Memberships:

• Fellow of the Personal Finance Society (FPFS)
• Chartered Member of Chartered Institute for Securities and Investment (CISI)
• Chartered Member of The Chartered Insurance Institute (CII)