Favourite Quote: "If you don’t know where you are going, you’ll end up someplace else"~ Yogi Berra
ABOUT ME TAB: Simon has been a financial adviser for 29 years working through out Devon & Cornwall. During this time, he has developed strong client relationships providing advice on his clients on their Investment, Pension, Retirement and Protection needs.
Simon is married with two children. In his free time, he enjoys spending time on the coast and in the countryside of Devon & Cornwall. He enjoys water polo, cycling, surfing and sailing.
Specialism Investment Planning, Retirement Planning, Pension Drawdown, Protection, Workplace Pensions.
Simon has gained a wealth of experience in providing advice on client investment and pension planning, helping clients fore fill their retirement plans.
The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.
- Financial Planning Certificate Parts 1, 2 & 3
- CeMAP – Certificate in Mortgage Advice and Practice
- CF9 – Pension Simplification
- CF2 – Investment and Risk
- CF7 – Lifetime Mortgage Activities
- CF8 – Long Term Care Insurance
- R03 – Personal Tax