Simon has been working as a Financial Adviser since January 2020, helping clients across a range of life stages to achieve their financial goals. Whether it’s saving for the future, planning for retirement, or navigating key life decisions, he provides tailored advice and long-term support.
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Simon takes a friendly, face-to-face approach, aiming to make clients feel comfortable and confident. Building strong, lasting relationships is at the heart of his work, and he takes pride on being approachable, dependable, and clear in his advice.
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Qualifications and areas of specialism:
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Diploma in Financial Advice (DipFA)
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Certificate in Mortgage and Protection (CeMAP)
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Certificate in Regulated Equity Release (CeRER)
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Member of the London Institute of Banking and Finance (MLIBF)
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Specialisms: wealth & investments, estate planning, pensions & retirement planning, mortgages & equity release, protection.
Did you know...
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Outside of work, Simon is a keen footballer and lifelong Liverpool FC supporter. He loves visiting new cities and enjoy getting out and about, whether that’s for food, music, or just spending time with friends.