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 feedbackVerified since: November, 2021
4.9 out of 5
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FCA Status: Pending
Checks for Simon and/or the firm they work for (or are appointed representatives of) are currently pendingThis check is pending
Checks for Simon and/or the firm they work for (or are appointed representatives of) are currently pending
Recent Client Reviews
Simon has not received any client reviews in the past 12 monthsSimon 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: 11 September 2026
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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About
I founded Metis Wealth alongside George Delaney at the beginning of 2013. Following the acquisition of Metis Wealth by Shackleton, I now work as part of Shackleton, continuing to advise clients on their long-term financial planning and investment needs. 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. Please note Metis Wealth rebranded to Shackleton on the 1st September. Any references to Metis Wealth in client reviews prior to 1st September, relate to the company's previous brand.
