Simon Hall

Financial Planner

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

Meet the team

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    Alison Loder

    Financial Planner

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    Andrew Roberts

    Financial Planner

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    Andy Bowler

    training and development manager

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    Andy Morris

    Financial Planner

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    Baylee Cannon

    Financial Planner

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    Cameron Cunningham

    Financial Planner

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    Caroline Bancroft

    finance assistant

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    Charlotte Taylor

    Associate Financial Planner

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    Ciaran Cunnane

    Administrator

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    Connor Tustain

    Financial Planner

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    Curtis Green

    Administrator

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    Dave Marler

    Managing Founder

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    Declan Malone

    Corporate Benefits Consultant

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    Ellie Andrews

    analyst

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    Freya Crossley

    administrator

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    Gabrielle Wait

    analyst

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    Georgia Tagg

    compliance manager

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    Greig Ross

    Financial Planner

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    Hayley Smith

    Chief People Officer

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    Helen Stevens

    Paraplanner

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    Hugh Twigg

    Financial Planner

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    Jade Bates

    analyst

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    Jake Relton

    Analyst

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    Jake Crossley

    Associate Financial Planner

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    James Andrews

    Paraplanner

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    Joe Morris

    Analyst

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    Julian Palmer

    Chartered Financial Planner

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    Karen Thomas

    receptionist

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    Kath Watkins

    analyst

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    Kriss Elsdon

    Chartered Financial Planner

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    Mike Marler

    Chief Financial Officer

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    Neil O’Connell

    analyst

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    Nikki Charley

    Client Steward

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    Noah Morris

    Analyst

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    Pablo Martinez

    administrator

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    Paul Everitt

    Paraplanner

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    Poppy Spencer

    administrator

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    Ryan Carter

    Chief Operating Officer

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    Scarlett Marler

    Chief Strategy Officer

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    Simon Hall

    Financial Planner

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    Stan Godfrey

    administrator

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    Stephanie Nisbet

    administrator

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    Surjit Johal

    Paraplanner

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    Tammy Bloxham

    chief executive officer

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    Tom Batchelor

    Financial Planner

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    Travis Bell

    Associate Financial Planner

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    Wayne Collard

    Chartered Financial Planner

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