Simon Dawes

Simon Dawes

Cooper Associates Wealth Management Ltd

Minimum savings/pensions: Any amount

0330 038 8941
Based in Yeovil
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Verified since: September, 2018
4.8 out of 5

96 reviews

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  • FCA Regulated

    Last checked: 14 May 2026

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

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    Last checked: 08 December 2025

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  • 8

    Positive 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 8 first impressions)

About

Simon is Managing Director of our Wealth Management division. He works closely with the Financial Consultants, Client Relationship Managers and Paraplanners within Cooper Associates Wealth Management. Simon specialises in providing retirement, investment and tax planning advice to his clients and prides himself on ensuring his clients receive the best financial advice to suit their individual needs. Before joining Cooper Associates Simon graduated from Durham University before joining a FTSE 100 company where he held a variety of management positions. In his spare time Simon enjoys playing golf and tennis. SJP Approved 16/12/2024 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. 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 xx/xx/xxxx