0330 038 8939
Based in Haywards-Heath
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2021
4.9 out of 5
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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: 03 January 2026
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
12
Recent Client Reviews
Simon has received 12 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 12 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: 08 September 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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I founded Metis Wealth, alongside George Delaney, at the beginning of 2013. I have more than 20 years’ experience advising high-net-worth clients, working predominantly with partners of accountancy firms, barristers and directors. As an Occupational Pension Transfer Specialist, my other areas of expertise include long-term strategic planning and the taxation of investments. I previously spent 10 years at Cavanagh Wealth Management, where, as a Director I was responsible for running a team of financial planners that focused on the Partners of Ernst & Young and the legal community.