Get to know Simon
Simon has been a planner since 2000 and is a member of the Personal Finance Society. In addition to the Cert PFS qualifications, he has completed the industry Pension Simplification, Mortgage Advice Qualification, and the Savings and Investments exams.
He provides holistic financial planning, focusing on developing strategies to create and manage clients’ wealth. He specialises in family and business protection, investments, and pensions advice.
Away from the office, he enjoys sport, primarily football and golf. He has two adult sons and is very lucky and grateful to have the support and patience of his understanding wife.
In the spotlight
Hawksmoor
Certified Financial Planner
Fellow of Personal Finance Society
Qualifications