0330 038 8938
Based in Stourport-on-Severn
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedbackVerified since: March, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct AuthorityLast checked: 01 October 2026
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
71
Recent Client Reviews
Simon has received 71 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Simon has received 71 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.Last checked: 17 September 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
Qualifications Uploaded
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below1 qualification certificate 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 profileFees not yet added
Simon has not yet added their fees to their profile
10
Positive First Impressions
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 10 first impressions)90% of users who are not yet clients had a positive first experience with Simon
90% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 10 first impressions)
About
Hi, I’m Simon, a Worcestershire based Financial Adviser with over 25 years’ experience working within Financial Services. I believe that everyone should have access to high quality professional financial advice, and once you engage with me I hope you’ll find that I deliver easy to understand advice in a friendly, efficient manner. I have a full time PA, Sarah, who keeps my diary full, my clients happy, and me in check! My aim is always to leave you in a better financial position than when I found you, and progress any planning with integrity and at a pace that suits you. I can give advice on pensions, investements, and protection. I am attached to Beals Wealth Management who are a strategic partner of Quilter Financial Planning. This means that I can deliver a personal service with the backing of some much bigger companies. I achieved Chartered status in June 2023 having completed all of the requisite modules from the London Institute of Banking & Finance. In my spare time I enjoy walking Roo, my needy cocker spaniel, running, mountain biking, and on sunny days you'll find me out riding my motorbike with friends. Initial chats are always free so we can discuss your needs without having to watch the clock. I look forward to hearing from you soon, and please look through the reviews that some of my clients have written about me.