0330 038 8941
Based in Fareham
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: August, 2024
5 out of 5
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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: 22 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: 20 January 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.
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Simon has not yet added their qualifications 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: 22 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: 20 January 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
Hi, I’m Simon. I’m a financial planner at Lawrence Clarke. I have more than 25 years of experience as a financial planner, specialising in working with individuals and business owners. I excel in estate planning, pre- and post-retirement planning, and tax-efficient investing, offering clients expert guidance and tailored financial solutions. I am happily married to Amanda, and we enjoy long walks with our two-year-old dog Harvey. In our free time, we indulge in gardening and love cooking new cuisines, often sharing our culinary creations with friends and family. Since 1998, our Hampshire-based team has been creating bespoke financial solutions for individuals from all walks of life. We’re always tuning in, learning, and planning to make sure we’re doing right by you and providing financial planning that takes you to your destination. As an independent financial planner, we provide straightforward advice that cuts through the jargon, focusing on what you need and helping you reach your goals. Our expert team specialises in helping a wide range of clients, including business owners and directors, wealth builders, those planning for or living in retirement, and those looking to pass on their wealth or protect loved ones – all with personalised solutions tailored to their unique needs. The heart of Lawrence Clarke is our dedicated team of financial planners, administrators, paraplanners, and directors. We all work towards a shared goal of providing peace of mind and financial freedom to clients. Our move to an Employee Ownership Trust shows that we have big plans for the future and will continue to provide the high level of service that we’ve become known for. Count on us to support you and your family from the first chat to the final details, and everything in between. Get in touch with our friendly team today to learn how we can help you. Registered Office: Pavilion 2, Little Park Farm Road, Segensworth West, Fareham, PO15 5TD. Registered in England, No. 3679668 Lawrence Clarke Limited is an appointed representative of Best Practice IFA Group Ltd, Best Practice IFA Group Limited, Broadlands Business Park, Langhurstwood Road, Horsham, RH12 4QP, which is authorised and regulated by the Financial Conduct Authority.
£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).
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Adviser Disclaimer
Registered Office: Pavilion 2, Little Park Farm Road, Segensworth West, Fareham, PO15 5TD. Registered in England, No. 3679668 Lawrence Clarke Limited is an appointed representative of Best Practice IFA Group Ltd, Best Practice IFA Group Limited, Broadlands Business Park, Langhurstwood Road, Horsham, RH12 4QP, which is authorised and regulated by the Financial Conduct Authority.