0127 376 7897
Based in Hove
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: December, 2023
4.8 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: 30 April 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
15
Recent Client Reviews
Simon has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 15 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: 10 December 2024
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 not yet added their fees to their profile
Fees not yet added
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: 30 April 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
15
Recent Client Reviews
Simon has received 15 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 15 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: 10 December 2024
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 not yet added their fees to their profile
Fees not yet added
Simon has not yet added their fees to their profile
I am a Chartered Advising Partner with Sandringham Financial Partners. Sandringham has been awarded the prestigious Top Rated Large Firm Award by vouchedfor three times. I believe the key to being a good adviser is having both a high level of technical knowledge and, more importantly, the ability to listen and connect with what really matters to clients. I offer Multi Award Winning Client Focused Independent Financial Advice Initially I fully discuss clients circumstances to completely understand their financial and personal objectives. A plan using best in class solutions is researched and agreed, this is then implemented and regularly reviewed. I can advise on most areas of financial planning - Specialties: Investment and Pension planning, Pension transfer advice. Later Life Planning. Estate Planning. Much of my time is spent helping clients to fully understand their investments and the scope of any risks that may be involved.
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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