Simon at work
Simon has worked in the financial services sector for nearly 21 years. Prior to that, he worked in a variety of accountancy and finance-based roles, both in public practice and in industry.
Simon’s earlier roles gave him a thorough understanding of finance and business operations. They provided Simon with invaluable skills and lessons that he continues to use to this day.
Simon’s career naturally progressed into financial services. He is grateful to be in a position that allows him to work with a fantastic group of clients and provide a high-quality financial planning service. Cashflow planning is the cornerstone of his advice process.
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Simon at home
On a personal level, Simon is happily married with two wonderful children, all of whom keep him busy and out of trouble, although he does like to get out on the golf course when he can.
Qualifications
