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Simon Moore
Financial Planning Adviser
  Direct: 01883 334494
  Office: 01883 332261
  simon.moore@wingatefp.com

Simon joined Wingate in January 2018, having built a career in Financial Advice with leading global institutions based in Central London. He specialises in investment advice and working with clients who want to build a roadmap for their personal retirement. He helps his clients build a vision for their futures across a number of complex inter-related areas including pensions, investments, protection and all aspects of Inheritance Tax Planning.

Living in Walton-on-Thames with his wife and two young children, Simon helps run two local football teams in Kingston upon Thames as Chairman and Treasurer.  He is also heavily involved with a local charity and was recently the firework marshal at the Kingston upon Thames firework display, as well as fundraising with the Christmas Carol Wagon.  When time allows, he does still pull on his boots and score the odd goal. Originally heralding from Cornwall, Simon regularly enjoys visiting the South West as well as Pembrokeshire in Wales where he also has family.

Simon is a member of the Personal Finance Society which is the leading professional body for Financial Advisers and a member of the Chartered Insurance Institute.

 

Qualifications

CF1 – UK Financial Services, Regulations & Ethics
CF2 – Investment and Risk
CF3 – Financial Protection
CF4 – Retirement Planning
CF5 – Integrated Financial Planning

R01 – Financial Services, Regulation & Ethic
R02 – Investment Principles and Risk
R03 – Personal Taxation
R06 – Financial Planning Practice