about us our wealth planners simon wells
Certified Wealth Planner
Diploma in Financial Planning (DipPFS)
Taxation and Trusts (G10)
Pensions (G60) & Pensions Simplification (CF9)
Further to leaving the RAF, Simon started his financial advising career in 1991 and has represented Succession since 2016. Simon specialises in Pensions and Investments, and Estate /Inheritance planning. This specialist advice is considered and structured within an overall holistic financial planning approach.
"I'm a keen cyclist and DIY enthusiast. Jane and I enjoy walking the Cornish coast path as we exercise our two collie dogs."
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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.