Simon began his career in financial services and set up his own IFA business in 2014. Having built up a large and loyal client base ranging from individuals to corporate clients, Simon is excited to now bring his business to be part of Prosperity Wealth.
With an Honours Degree in Business Economics and a Diploma in Financial Planning, Simon is working to achieve Chartered Financial Planner status. His strengths are his ability to listen and understand his clients needs, helping them to understand the value of proper financial planning, and his ability to present his advice in a clear and simple manner. He has guided many of his clients through major life events such as retirement, divorce, or selling a business.
Outside of work Simon is married and has two young and energetic sons. He coaches his eldest sons’ football team having been involved in football coaching for over 25 years and still plays himself as regularly as possible! Simon used to be a keen runner having taken part in many half marathons with his wife, Rachel, also a keen runner.
