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.
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