Simon Jarratt is the Director of Summercourt Wealth Management Limited and an experienced fully qualified Financial Adviser. He joined the Financial Services industry with Prudential in 1997 and quickly established himself in the industry, moving on to become a team manager at Zurich Assurance Plc by 2000. In 2015 he returned to Prudential Financial Planning and in 2020 made the decision to further develop his career by setting up his own business as a Member of The Advice Partnership from Prudential.
Simon offers expert financial advice in all areas of financial planning to meet the needs of a wide range of clients and businesses. In recent years Simon has specialised in investments, pensions and estate planning.
When meeting new clients, Simon believes it’s important to establish a clear set of realistic objectives that take into consideration all aspects of the clients and their family’s lifestyle and attitudes. Once these objectives are established, he then sets about creating an effective and realistic plan to achieve their goals or ambitions.
Simon enjoys making his clients feel more confident and in control of their financial position. It’s very rewarding for him to see them achieving their ambitions from plans he’s put in place for them.
Outside of work, Simon is married to Abi. They live in Ravenshead, Nottingham with three children Lucy, Thomas and Jacob.
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.
Summercourt Wealth Management 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.