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.
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.
M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.
M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.