0330 038 8941
Based in Bank
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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: 11 July 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
Recent Client Reviews
Simon has not received any client reviews in the past 12 months
Simon has not received any reviews in the last 12 months
Simon has not received any client reviews in the past 12 months
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: 02 May 2017
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
Simon has not yet added their qualifications to their profile
Qualifications not yet added
Simon has not yet added their qualifications to their profile
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
Positive First Impressions
33% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 3 first impressions)
33% of users who are not yet clients had a positive first experience with Simon
33% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 3 first impressions)
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: 11 July 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
Recent Client Reviews
Simon has not received any client reviews in the past 12 months
Simon has not received any reviews in the last 12 months
Simon has not received any client reviews in the past 12 months
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: 02 May 2017
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
Simon has not yet added their qualifications to their profile
Qualifications not yet added
Simon has not yet added their qualifications to their profile
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
Positive First Impressions
33% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 3 first impressions)
33% of users who are not yet clients had a positive first experience with Simon
33% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 3 first impressions)
I have been an IFA since 2000 and offer a full financial planning service or cover specific need areas for clients through identify your objectives, goals and aspirations and providing a plan to help you achieve them. I am a whole of market and independent financial adviser which means i am able to select the most appropriate and cost effective product and provider that is most suitable for your needs. Primary business areas are Investments both lump sum and regular contribution, Protection needs - Both Personal and Business related, Pension set up and consolidation and Wills & Trusts.
Offers available through VouchedFor
Contact Simon 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 Simon's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Age group
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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