Simon Ashby
Financial Planner
Professionally
Simon has worked in financial services for over two decades and brings a calm, client-focused approach to everything he does. Based in Bedford, he is passionate about helping clients achieve their financial goals and objectives through clear, practical and well-structured planning.
Operating from their Bedford office, Simon takes the time to really listen to what matters most to his clients, guiding them through the complexities of pension, investment, estate and protection planning. His focus is always on making financial decisions easier to understand and more relevant to each individual’s circumstances.
As a trusted financial advisor in Bedford, Simon is proud to work with Craven Street Wealth, an award-winning firm of Chartered Financial Planners. Together, they provide tailored financial advice in Bedford and surrounding areas, built around listening carefully and creating solutions that genuinely reflect each client’s needs and priorities.
- Investments
- Retirement planning
- Estate planning
- Diploma in Regulated Financial Planning (DipPFS)
Personally
In his spare time, Simon supports his two sons, who play football and rugby. He is also a football coach.
He enjoys visiting Spain with his family.
Simon in the spotlight
Contact us
Get in touch today to discover how we may be able to assist you.
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