Simon brings over 40 years of experience in financial services, with a background spanning compliance, training and advisory roles. As a Fellow of the Personal Finance Society and a Chartered Financial Planner, he works closely with our advisers and paraplanners to ensure every recommendation is technically sound, fully compliant and firmly in the client’s best interest.

Simon believes that strong compliance and ongoing professional development are key to consistently delivering fair, positive outcomes – and plays a vital role in maintaining the high standards our clients rely on.