Hi, I’m Simon, a Worcester based Financial Adviser with over 25 years’ experience working within Financial Services. I believe that (alongside the professional requirements) the key to being a good adviser is the ability to listen and connect with what really matters to the client.

My primary focus is on creating a bespoke plan to help them achieve their financial goals by being:
• Accessible - I have clients ranging in age from 18-80 and I specialise in retirement planning and protection. I also hold the Final Salary Pension (DB) Licence.

• Affordable - First appointments are always free and there after you can choose to pay for me hourly or defer any charge to be paid via the product. Whichever way you choose you’ll know exactly what and when charges are incurred.
• Simple - Successive governments add layer upon layer of complexity. I’ll cut through that and explain things in a clear and simple way.

My aim is always to leave you in a better position than when I found you and progress any planning with integrity and at a rate that suits you. I achieved Chartered status in June 2023 having completed all of the requisite modules from the London Institute of Banking & Finance.

In my spare time I enjoy mountain biking and walking.