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Simon Wateridge
Paraplanner
  Direct: 01883 332261
  Office: 01883 332261
  simon.wateridge@wingatefp.com

Simon holds the Diploma in Financial Planning and is a member of the Personal Financial Society, the UK’s professional body for Financial Advisers.

Simon has worked in the Financial Services industry since 2007, having worked for well-known providers Friends Provident and Partnership Assurance where he developed extensive knowledge in the Later Life Market – this is displayed by holding the Long Term Care qualification, CF8. After Partnership Assurance, Simon worked for a Financial Advice Network as well as another Financial Advice firm, before joining Wingate in March 2017. As a Paraplanner, Simon provides support to the Financial Planners.

Simon continues to improve on his professional standards, aiming to achieve the prestigious Chartered status in the coming years.

Outside of work you will find Simon playing golf (or trying to at least!) at his local club, Reigate Heath.

Qualifications

Diploma in Financial Planning

Certificate in Mortgage Advice

CF1 – UK Financial Services, Regulations & Ethics

CF6 – Mortgage Advice

CF8 – Long Term Care Insurance

RO1 – Financial Services, Regulations & Ethics

RO2 – Investment Principles & Risk

RO3 – Personal Taxation

RO4 – Pensions & Retirement Planning

RO5 – Financial Protection

RO6 – Financial Planning Practice