Simon is a Chartered Financial Planner and Associate Trust and Estate Practitioner specialising in pensions and inheritance tax planning.
After training in the wealth management division of a leading accounting firm, he progressed to advisory roles in Prudential and M&G where he established Aligned Financial Planning, now partner of M&G Wealth Advice.
His strong client focus is evident from exceptional feedback on Google reviews and VouchedFor, where he has featured as a top rated adviser in The Times.
He believes in adding value by tailoring financial plans which are easy to understand, mitigate tax and aligned to each client's unique situation.
In his spare time, Simon enjoys travelling and spent 15 months backpacking before starting his career in finance. He enjoys playing the guitar, loves sport and still fancies himself as a golfer.
