0203 544 6810
Based in Aldwych
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: July, 2022
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 07 April 2025
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Simon has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 13 May 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Simon has not yet added their fees to their profile
Fees not yet added
Simon has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 07 April 2025
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Simon has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 13 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 13 May 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
6
Qualifications Uploaded
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
6 qualification certificates available to view
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Simon has not yet added their fees to their profile
Fees not yet added
Simon has not yet added their fees to their profile
My passion is working with individuals, helping them to understand where they are now, the things that matter the most to them, and what they need to do to achieve these things. Once you truly understand this, then the fun starts. I want to ensure that the people I work with have the appropriate financial framework to support their lifestyle, without too many nasty surprises. Getting this right enables people to do the things they really want to do, with the least amount of stress, risk, taxes and worry. Financial wellbeing is essential for our happiness, so we shouldn’t leave it to chance. In my spare time I can be found out on my road or MTB bike, walking, camping or swimming somewhere remote! Lets connect: https://www.linkedin.com/in/simonwilliamsfinancialplanner/
Offers available through VouchedFor
Contact Simon through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Simon's clients
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Adviser Disclaimer
Cooper Parry Wealth Ltd is authorised and regulated by the Financial Conduct Authority. Registered in England no. 04220777. Registered office Sky View, Argosy Road, East Midlands Airport, Castle Donington, Derby DE74 2SA.