Qualifications
Professionally
With extensive experience in the financial services sector, Simon has built a career specialising in pensions and investments. Starting at 22 in the insurance industry, Simon then transitioned into financial advising, working with both personal and corporate clients. His role involves creating financial strategies that align with clients’ long-term goals, focusing on financial security and growth.
Over the years, Simon has gained a comprehensive understanding of investment management and pension planning, assisting clients with informed decisions to maximise their financial potential. Simon consistently provides appropriate advice, helping individuals and businesses understand the complexities of financial planning.
Personally
Beyond his professional life, Simon has a deep appreciation for sports in all its forms and is a devoted supporter of Portsmouth Football Club, faithfully following their journey through triumphs and challenges for over 50 years.
Staying active is important to Simon, and he’s embraced the challenge of completing two marathons. He also has a love for travel and fine dining, always seeking out new experiences and culinary delights.
Simon is happily married to Sally, and together they have raised two wonderful grown-up children.