0127 376 7211
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: October, 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: 01 November 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
26
Recent Client Reviews
Simon has received 26 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 26 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: 16 October 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.
27
Qualifications Uploaded
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
27 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 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
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 6 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 6 first impressions)
I am a Chartered Financial Planner at Intelligent Pensions with more than 17 years experience in financial services. I mainly work with clients who are approaching or in retirement or looking for later-life advice, and I specialise in pensions, investments and long-term care plans. Away from work, I enjoy golf and football, support Manchester United, and am a member of the East Brighton Golf Club. I also enjoy spending time with my partner, Leigh, and daughter, Rose. At Intelligent Pensions, we recognise that you have a choice when you look for a retirement planning partner. Since 1998, we have been providing comprehensive advice in all areas of retirement planning, maximising the retirement funds, savings and other investments of our clients. We specialise in retirement planning, offering a tailored cashflow plan for every client. This helps them to engage with, visualise and understand their retirement planning strategy and wider financial planning needs. We employ talented specialists to deliver a bespoke client experience. Our numerous awards reflect the high standards we work toward. Get in touch today to see how we can help you on 0800 077 8807.