0330 038 8939
Based in Harborne
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: April, 2024
4.7 out of 5
Checks carried out by VouchedFor
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: 15 May 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
29
Recent Client Reviews
Simon has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 29 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: 15 September 2023
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.
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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
Checks carried out by VouchedFor
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: 15 May 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
29
Recent Client Reviews
Simon has received 29 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 29 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: 15 September 2023
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
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
Simon has been with Charles Stanley for 6 years and has over 30 years' experience as a Financial Planner. The client bank ranges from PLC Main Board Directors to smaller private clients and the advice is tailored to match. Simon prides himself that he has acted for many of his clients for over 25 years. Outside of work, he enjoys family life and sport - particularly skiing.
£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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