Diploma in Regulated Financial Planning (DipPFS)
Simon is a member of the CII and is working towards his chartered qualification. His experience includes wealth planning, retirement planning, protection and inheritance tax planning. In addition, he has expertise on advising businesses in both investing and business protection.
I am a keen outdoor enthusiast, with the activity of choice usually being decided by our weather! I enjoy spending time with my family and travelling as much as time allows!
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.