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Simone Wealth Management Limited

Part of St. James’s Place
Firm is FCA RegulatedThis firm is regulated and authorised by the Financial Conduct Authority

We are a family-run business dedicated to helping people grow, protect, and pass on their wealth in a way that aligns with their personal goals and values. At Simone Wealth Management, we believe that real financial planning is about more than just numbers — it’s about giving you clarity and confidence, even when life is unpredictable. How we do this: - We take a personalised, technology-led, and jargon-free approach with every client. - We take the time to listen and truly understand your goals and circumstances. - We ensure you're informed and comfortable with every financial decision. - We stay open-minded and forward-thinking, always seeking better ways to serve you. 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...