0330 038 8938
Based in Holywood
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: February, 2023
5 out of 5
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 AuthorityLast checked: 15 June 2026
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
4
Recent Client Reviews
Simon has received 4 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Simon has received 4 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: 21 January 2025
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.
2
Qualifications Uploaded
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below2 qualification certificates 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 belowSimon 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
18
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 18 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 18 first impressions)
About
I help people grow, protect and preserve their wealth by tailoring financial plans which are jargon free, mitigate tax and aligned to each client's unique situation. As both a Chartered Financial Planner and Trust and Estate Practitioner, I have extensive experience and expertise specialising in pensions, retirement and trust planning. I aim to build long term relationships with clients who value an ongoing service to ensure plans remain suitable as tax, legislation and circumstances change in the future. The advice recommendations we make are from a carefully selected range of products and funds. This is known as restricted advice.