0330 038 8941
Based in Bank
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FCA status: Certified by Firm
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
Last checked: 11 March 2026
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
12
Recent Client Reviews
Simon has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 12 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: 02 May 2017
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.
Qualifications Uploaded
Simon has not yet added their qualifications to their profile
Qualifications not yet added
Simon has not yet added their qualifications to their profile
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
Positive First Impressions
33% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 3 first impressions)
33% of users who are not yet clients had a positive first experience with Simon
33% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 3 first impressions)
I have been an IFA since 2000 and offer a full financial planning service or cover specific need areas for clients through identify your objectives, goals and aspirations and providing a plan to help you achieve them. I am a whole of market and independent financial adviser which means i am able to select the most appropriate and cost effective product and provider that is most suitable for your needs. Primary business areas are Investments both lump sum and regular contribution, Protection needs - Both Personal and Business related, Pension set up and consolidation and Wills & Trusts.
