0330 038 8941
Based in Witham
View locationChecks 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 statusLast checked: 19 August 2026
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 monthsSimon 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: 16 March 2026
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 profileQualifications not yet added
Simon has not yet added their qualifications to their profile
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
40
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 40 first impressions)100% of users who are not yet clients had a positive first experience with Simon
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 40 first impressions)
About
I have enjoyed a successful career in financial services since 1993, and I have devoted my career to helping clients realise their financial goals. I pride myself on maintaining long term relationships with my clients and their families, and to provide them with a source of trusted advice as their financial needs evolve over the years. I have considerable experience in providing full holistic financial advice covering all areas of wealth management, including retirement planning, options at retirement, savings and investments, protection and inheritance tax planning. Outside of work, I enjoy travelling, music and all sports.
