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.