0330 038 8941
Based in Newbury
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: December, 2013
4.9 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: 16 January 2026
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
49
Recent Client Reviews
Simon has received 49 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 49 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: 29 September 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.
3
Qualifications Uploaded
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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 not yet added their fees to their profile
Fees not yet added
Simon has not yet added their fees to their profile
30
Positive First Impressions
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 30 first impressions)
93% of users who are not yet clients had a positive first experience with Simon
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 30 first impressions)
As a Chartered Financial Planner, Simon is dedicated to helping you plan for a comfortable and secure retirement. At Attivo, our work is all about our clients. By listening and understanding what you want from your future, we can create a carefully tailored financial and life plan. Our independent status and unique approach to understanding our clients, their objectives and motivation, sets us apart. Simon has extensive experience in helping clients navigate the complex world of personal finance and prides himself on providing clear, straightforward advice that's easy to understand. He'll work with you to create a financial plan built around your individual needs, lifestyle, and personal goals.