Simon has been an adviser for over 20 years with a number of multi-national companies and his education includes a B.A. Honours degree along with financial services qualifications.
Since a young age Simon was hungry to absorb knowledge about financial markets and when being able to couple such enthusiasm with helping to give people long term peace of mind and see them achieve their goals he was committed to financial advice as a perfect career choice.
He is at home working on all areas of planning with a particular focus on Investments, pensions and inheritance tax. Having extensive experience working in the High Net Worth division at HSBC as well as previously spending time as a mortgage adviser, Simon enjoys assisting all manner of clients regardless of their needs or sophistication.
When setting out plans, Simon prides himself on really understanding what is most important to his clients both at the early stages of the advice process and as time goes on. He believes that this is key to building a long-standing relationship and forming an environment of trust.
It is vital to Simon to ensure that his clients grasp what he is communicating and he frequently checks this, being acutely aware that in a world of financial Jargon, everyone has a very different level of knowledge.
When Simon is not working, his time is spent following most sports, swimming, the odd trip to the races and ferrying his two children around.
At Prosperity Wealth, we can help guide you towards a brighter financial future. Whether you’re investing for growth, thinking about retirement or setting up a home we are here to help you on your journey.
Our financial planning process is what make us unique, helping individuals and families address the concerns that they have about their money.
While unbiased.co.uk endeavours to verify the information
provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.