Get to know Simon
Simon is manager of the self-employed independent financial planners at Argentis, where he has proudly worked for the past 20 years. He provides mentoring, development support, and technical guidance across all areas of financial planning.
With more than 38 years in the financial services profession – including extensive experience as both a planner and a leader – he has dedicated his career to helping people make sense of complex financial decisions. His expertise covers a broad range of advice, including tax-efficient investing, Inheritance Tax mitigation, and at-retirement planning.
Simon believes in providing clear, logical solutions tailored to each client’s individual goals, helping both planners and their clients achieve the best possible outcomes.
Outside of work, he is an early-morning cyclist who values the freedom, reflection, and fitness it brings. He also enjoys travelling with his wife, which has become an increasingly important part of life beyond work.
Advice on tax planning is not regulated by the Financial Conduct Authority.
Hawksmoor
Qualifications