Professionally

Simon has worked in financial services for the past 20 years.

He is passionate about helping his clients to achieve their financial goals and objectives.

Simon takes the time to listen to what is important to them and how he can make that happen, helping families understand complexities of pension, investment, estate, and protection planning.

He is proud to work with Craven Street Wealth as an award-winning firm of Chartered Financial Planners, who take the time to listen to their clients and create bespoke financial planning solutions.

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 enjoys visiting Spain with his family twice a year during summer and Easter holidays.

 

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 37 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 & Registered company address:
3 Gough Square
London
EC4A 3DE
Kent regional office:
Graylaw House
20 - 22 Watling Street
Canterbury
Kent
CT1 2UA
Sussex regional office:
Springfield House
Springfield Road
Horsham
West Sussex
RH12 2RG
Bedfordshire regional office:
Bedford I Lab
The Innovation Centre
Stannard Way
Priory Business Park
Bedford
MK44 3RZ
Dorset regional office:
19 Oxford Road
Oxford Point
Bournemouth
BH8 8GS
Oxfordshire regional office:
Seacourt Tower
West Way
OX2 0JJ

Contact us

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