Simon has worked in the financial services profession for more than 30 years. As a Chartered financial planner, he has a wealth of technical knowledge to back up his experience. His philosophy is to holistically advise clients by putting them at the centre of everything he does and to ensure that any advice is tailored to their own specific goals and objectives.
He helps his clients live their best lives, remove the stress of money, and provide clarity and peace of mind.
Simon lives in Tamworth with his wife, their two sons, and Amber, a fox-red Labrador. As a family, they enjoy travelling, particularly around Europe with their caravan, playing various sports, hiking, mountain biking, cooking, baking, making horrible noises with their various instruments and laughing a lot.