Eros Simone

Eros Simone

Simone Wealth Management Limited

Minimum savings/pensions: Any amount

0330 038 8940
Based in Maidstone
View location

Verified since: February, 2025

5 out of 5

8 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 17 May 2025

    Eros and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 3

    Recent Client Reviews

    Verified reviews: 100%

    Eros has received 3 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 24 March 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.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Eros has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Eros has provided information on their typical fees

    Eros has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 5

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Eros

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Eros (based on 5 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 17 May 2025

    Eros and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 3

    Recent Client Reviews

    Verified reviews: 100%

    Eros has received 3 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 24 March 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.

  • 1

    Qualifications Uploaded

    1 qualification certificate available to view

    Eros has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Eros has provided information on their typical fees

    Eros has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 5

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Eros

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Eros (based on 5 first impressions)

After earning my Diploma in Financial Planning with M&G Wealth Advice, I founded Simone Wealth Management, a family-run financial advice business dedicated to helping clients achieve financial security at every stage of life. My mission is to simplify personal finance and empower clients with the knowledge they need to make informed decisions. I work closely with each individual to understand their unique circumstances and provide expert guidance in retirement planning, investments, insurance and estate planning to help them achieve their financial goals. I am proud to work with a diverse range of clients, from young professionals taking their first financial steps, to retirees looking to unlock their wealth and enhance their quality of life while ensuring it lasts for future generations. It is a privilege to support my clients in building a solid financial plan and guiding them on their journey toward financial success. I believe that being a great adviser is about more than just expertise, it’s about truly understanding and empathising with each client’s situation while providing clear, straightforward explanations of their options. My goal is to make financial planning approachable and tailored to each client’s needs.

Offers available through VouchedFor

Contact Eros 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 Eros's clients

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