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.

Specialisms

  • Investments
  • Retirement planning
  • Estate planning

qualifications

  • 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

My day starts with…
a good cup of tea
On an ideal weekend I can be found…
following my football team, Northampton Town. I have supported the club for 39 years. I have experienced the highs and lows of following the Cobblers.
An interesting fact about me…
I was previously a television and film extra.
London regional office:
Craven Street Wealth
Suite G08-G09
Temple Chambers
3-7 Temple Avenue
EC4Y 0DP
Kent regional office:
Craven Street Wealth
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Sussex regional office:
Craven Street Wealth
Springfield House
Springfield Road
Horsham
West Sussex
RH12 2RG
Bedfordshire regional office:
Craven Street Wealth
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
Craven Street Wealth
Ground Floor
Unit 7 Winchester Place
North Street
Poole
BH15 1NX
Oxfordshire regional office:
Craven Street Wealth
Seacourt Tower
West Way
Oxford
OX2 0JJ

Contact us

Get in touch today to discover how we may be able to assist you.

    Craven Street Wealth
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