Following graduation from Coventry University, Simon began his career in Financial Services in 1996 and has worked for an insurance company, a large high street bank and as an Independent Financial Adviser (IFA) gaining knowledge and experience that you can trust to ensure that your financial planning needs are well looked after over the long term.
Simon was invited to join St. James’s Place in 2013 and is supported by a team of specialist financial services professionals in their Cirencester head office covering a wide range of technical specialities.
Simon is married to Julie and they live in Bromsgrove and out of work they enjoy spending quality time together along with their family.
Simon is a member of Business Network International and is the Secretary / Treasurer of the local chapter. In addition to this Simon is a member of Solihull Rotary where along with other local business people they support local charitable causes.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.