0330 038 8940
Based in Hitchin
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: May, 2023
4.9 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: 18 April 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
14
Recent Client Reviews
Simon has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 14 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: 14 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.
1
Qualifications Uploaded
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Simon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Simon has provided information on their typical fees
Simon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 7 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 7 first impressions)
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: 18 April 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
14
Recent Client Reviews
Simon has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 14 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: 14 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.
1
Qualifications Uploaded
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Simon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Simon has provided information on their typical fees
Simon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
7
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 7 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 7 first impressions)
Professionally Simon has been in the profession since 1994 gaining experience in nearly all product areas. Most of his career has been spent dealing directly with financial planners. Day to day Simon regularly meets with clients, helping them with their financial goals. Simon really enjoys having conversations with clients and letting them know they can retire and spend more money in retirement. Simon is delighted to be working along side such a great team at Smith & Wardle, with the whole team helping to build relationships with clients. Personally Simon is married to Vicki and they have two brilliant children. Simon used to play a good level of football, cricket but is now more than happy to be swimming or cycling or running or doing all 3 after each other. Simon is the holder of the “indoor ironman distance” Guinness World Record. Away from the office, he loves competing in triathlons, having completed 3 ironman triathlons or running in local running races from 5k to marathon distance. When he’s not running, he enjoys watching his children play football, cricket, swimming or running! At Smith & Wardle, we understand that financial planning is about you and what you are trying to achieve. We spend time understanding your goals, what drives you, and what you want your future to look like, not just listing what you have and what you owe. Your aims are our aims. We specialise in creating financial plans and providing financial advice to guide you through life’s twists and turns. As independent financial planners, we listen to what’s important to you. Our transparent fixed fee structure separates us from other advisers and means our relationship is completely focused on you.
Offers available through VouchedFor
Contact Simon through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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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