Get to know Simon
Simon is a qualified financial planner with over two decades of experience in the financial services profession. He prides himself on offering independent and impartial financial planning services to help clients make informed decisions about their financial future. His specialisms include long-term investment planning, pensions, protection, insurance, and Inheritance Tax (IHT) planning.
To deliver tailored financial advice and solutions, Simon works closely with clients to develop comprehensive financial plans that align with their short- and long-term financial objectives and requirements. He understands that clients’ needs and plans naturally evolve over time, and his primary objective is to support clients and their families as their financial needs change and grow.
Outside of work, Simon has a son, daughter, and grandchildren who keep him very active. He enjoys playing and watching football, going to the gym, and taking outdoor walks. Sport is an integral part of his life and helps him maintain a healthy and balanced lifestyle.
The Financial Conduct Authority does not regulate tax planning or Inheritance Tax planning advice.
Hawksmoor
Qualifications