Simon Mead

Simon Mead

Ascot Lloyd

Minimum savings/pensions: Over £250,000

0330 038 8941
Based in King's-Lynn
View location

Top Rated 2025
Verified since: December, 2024

4.8 out of 5

146 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    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

    Verified reviews: 100%

    Simon has received 63 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    Qualifications not yet added

    Simon has not yet added their qualifications to their profile

  • Transparent Fees

    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

    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

    Verified reviews: 100%

    Simon has received 63 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    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

    Qualifications not yet added

    Simon has not yet added their qualifications to their profile

  • Transparent Fees

    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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Capital at Risk The FCA does not regulate tax/trust planning. Tax Rules are Subject to Change.