0330 038 8941
Based in King's-Lynn
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, 2024
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: 26 April 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
63
Recent Client Reviews
Simon has received 63 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 63 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: 31 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.
Qualifications Uploaded
Simon has not yet added their qualifications to their profile
Qualifications not yet added
Simon has not yet added their qualifications to their profile
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
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: 26 April 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
63
Recent Client Reviews
Simon has received 63 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 63 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: 31 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.
Qualifications Uploaded
Simon has not yet added their qualifications to their profile
Qualifications not yet added
Simon has not yet added their qualifications to their profile
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
Hello, I’m Simon Mead, a financial adviser with Ascot Lloyd, one of the UK’s leading independent financial planning firms. With over 25 years of experience, I take pride in offering tailored advice to help my clients make informed decisions and achieve their financial ambitions. At Ascot Lloyd, we focus on providing high-quality advice, designed around your personal goals and circumstances My areas of expertise include retirement planning, investment strategies, and estate planning, with a strong focus on helping clients create financial security for the future. Whether you’re looking to grow your wealth, safeguard your assets, or plan for the next generation, I’ll work closely with you to develop a comprehensive, personalised plan. What sets me apart is my commitment to building long-term relationships based on trust and understanding. I believe financial planning isn’t just about numbers—it’s about creating peace of mind and empowering you to live the life you want. Outside of work, I’m a fitness enthusiast and particularly keen runner. I enjoy spending time with my family and our Spaniel, Sammy. My two Daughters are both studying Accountancy and Finance at University and i am currently enjoying seeing them develop their own financial understanding and take control of their own individual finances with my support. Partnering with Ascot Lloyd means you’ll have the expertise, resources, and support of a trusted name in financial planning. If you’re looking for clear, jargon-free advice to help you achieve your financial goals, I’d be delighted to help.
£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).
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Adviser Disclaimer
Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.