0330 038 8942
Based in Tiverton
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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 April 2025
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Simon has not received any client reviews in the past 12 months
Simon has not received any reviews in the last 12 months
Simon has not received any client reviews in the past 12 months
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: 28 March 2025
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
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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: 21 April 2025
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Simon has not received any client reviews in the past 12 months
Simon has not received any reviews in the last 12 months
Simon has not received any client reviews in the past 12 months
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: 28 March 2025
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
I take a holistic approach to financial planning, combining my expertise in investment strategies, tax planning, and risk management with a deep understanding of each client's unique situation. By tailoring solutions to fit their needs, I aim to simplify the financial planning process and provide peace of mind. My priority is building long-lasting relationships with my clients, founded on trust, transparency, and a shared commitment to achieving their financial objectives. Whether you're just starting your financial journey or looking to refine your current strategy, I'm here to guide you every step of the way. Let’s work together to create a plan that puts you on track to reach your financial goals and secure your future.
£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
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