Aligned Financial Planning Limited

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Bio

Simon is a Chartered Financial Planner and Associate of the Personal Finance Society.

After seven years of working in financial services, Simon established Aligned Financial Planning, now partner of M&G Wealth Advice.

Simon has been helping people achieve financial security throughout his career and has expertise across all areas of financial planning including pensions, investments, tax and estate planning. Simon takes pride in providing practical solutions to meet individual client needs. He provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Simon  provides sound, personal and expert advice.

In his spare time, Simon enjoys travelling and spent 15 months backpacking before starting his career in financial planning. He enjoys playing the guitar, loves sport and still fancies himself as a golfer.

Testimonials

March 2021

Simon has been a big help organising pensions that have been right for me. Always there when I need help.

March 2021

Simon is excellent and has sorted all our needs over the years. Very punctual and his advice is very well explained. We have been very happy with the service.

April 2021

Simon was extremely professional and knowledgeable. He explained everything to me in terms I could understand, cutting through the 'jargon'. All my options were explained and I did not ever feel under any pressure to stay with Prudential. The quality of advice I received from Simon was exceptional. The level of customer service was and still is excellent. Simon is an extremely trustworthy Financial Adviser and I would have absolutely no hesitation in recommending him to any one in need of financial advice.

April 2021

Simon has given me first class advice on my savings and personal pension, putting things in place to enable me to reduce my working hours, before I reach retirement age.  Simon is easily contactable for professional advice on all financial matters and I would highly recommend him.

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Aligned Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.