Simon has over 40 years’ experience in financial services and brings a depth of knowledge and perspective to his role as a Financial Planner. He works closely with individuals and families, providing trusted advice built on long-standing relationships.

Many of Simon’s clients come to him through personal recommendation, reflecting the high level of care, attention and personal service he provides. He takes a considered, client-focused approach, ensuring each individual feels supported and confident in the decisions they make.

Simon believes financial planning is about trust, clarity and continuity. By taking the time to understand his clients’ circumstances and priorities, he delivers advice that is practical, thoughtful and aligned with their long-term goals.