imon began his career at an insurance company nearly thirty years ago administering pensions and, subsequently, held senior positions at global accountancy firms and private banks in the City.
He established the corporate pensions department at the then largest ethical-focused IFA and maintains a keen interest in ethical investing for clients. More recently, Simon became a trustee for a homeless charity in Ipswich which complements his interest in ethical investments.
Simon holds a range of Financial Planning Qualifications including those in Advanced subject areas. He is a Registered Individual with the Financial Conduct Authority and is authorised by Beckett Financial Services Limited to provide independent financial advice to clients.
Outside of work Simon is a keen motorcyclist, poor golfer and lapsed drummer!
T: 01284 773741
M: 07801 594297