Simon Boyd

Simon Boyd

Simon Boyd Financial Management

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0131 268 0014
Based in Edinburgh
View location

Top Rated 2025
Verified since: October, 2022

5 out of 5

55 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 17 June 2025

    Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 21

    Recent Client Reviews

    Verified reviews: 100%

    Simon has received 21 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 04 April 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.

  • Qualifications Uploaded

    Qualifications not yet added

    Simon has not yet added their qualifications to their profile

  • Transparent Fees

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    Simon has not yet added their fees to their profile

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Simon

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 4 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 17 June 2025

    Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 21

    Recent Client Reviews

    Verified reviews: 100%

    Simon has received 21 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 04 April 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.

  • Qualifications Uploaded

    Qualifications not yet added

    Simon has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Simon has not yet added their fees to their profile

  • 4

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Simon

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 4 first impressions)

As someone with 20 years of Banking and Client Management Experience, I am committed to giving a World Class Service to everyone that I look after. I feel that by building trust and rapport with clients it really helps me to manage their needs and goals on a short, medium and long-term basis. Face to Face Advice and help is so important these days, and I am very much someone that maintains regular contact with my clients, and am always available for a chat or a meeting when necessary. I also have the ability to conduct meetings over the phone, or other digital media as well, which really allows me to help people all over the UK. Originally I am from Northern Ireland, and moved to Scotland to study Hotel Management at the tender age of 17. I have worked all over the world, and for the last 20 years have worked looking after clients in Premier Banking. I have always taken great pride in the service I delivered and have received multiple awards for looking after clients. I am also a loving father to 2 boys, so my free time is spread between having a lot of fun with my family and attempting to play golf ! Your home or other property may be repossessed if you do not keep up repayments on your mortgage. 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. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. 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 xx/xx/xxxx

£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

The 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.