professionally
Simon is an experienced financial advisor, who has worked for CMS for many years and is currently working towards becoming a Chartered advisor.
Simon primarily specialises in advising clients on Pension and Investments. This includes reviewing existing clients’ arrangements and helping them plan and achieve their retirement goals via cashflow forecast, which brings financial advice to life in a client-friendly manner.
personally
When Simon isn’t at work, he enjoys playing golf and keeping fit at the gym.
He enjoys spending time with family and friends, as well as visiting new places on holiday with his wife.
Simon in the spotlight
The three people at my dream dinner party would be:
Rafael Nadal, Zidane, and Jodie Comer
When the dessert menu arrives, I’m looking for:
Apple crumble with COLD custard
On an ideal weekend, you can find me:
On a sandy beach with a cold beer, next to a golf course, with my girlfriend