0330 038 8938
Based in Bank
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: January, 2023
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: 21 June 2025
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Simon has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 19 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 19 May 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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
28
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 28 first impressions)
96% of users who are not yet clients had a positive first experience with Simon
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 28 first impressions)
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: 21 June 2025
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Simon has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 19 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 19 May 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
2
Qualifications Uploaded
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 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
28
Positive First Impressions
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 28 first impressions)
96% of users who are not yet clients had a positive first experience with Simon
96% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 28 first impressions)
I have been advising clients across the UK since 2015, following an earlier career in accounting. I now work with private individuals, corporates, non-profits, and charitable foundations, providing effective financial solutions for their long term planning needs. From young professionals to large businesses, I take a holistic view of their financial present and future to work with my clients to find solutions that best suit their needs. I believe the key to a good outcome is understanding, transparency, and trust, in both directions. This leads to more suitable solutions, a more bespoke service, and a better chance of achieving long term goals. My spare time involves almost anything that keeps me busy, be it cycling, golf, playing guitar, a rugby match or trips down to the south west to see family, I am not one for being idle. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 07/12/2022
£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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Mortgage value
Savings
Clients' level of financial expertise
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