Alessandro Simone

Alessandro Simone

Simone Wealth Management Limited

Minimum savings/pensions: Any amount

0160 328 0183
Based in Norwich
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Verified since: February, 2025
5 out of 5

9 reviews

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 17 October 2026

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

  • 1

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    Verified reviews: 100%

    Alessandro has received 1 client review in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 17 August 2026

    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

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  • 4

    Positive First Impressions

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

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

About

After earning my Diploma in Financial Planning, 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, 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. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 29/01/2026