• Home   
  •  
  • Simon Wateridge
  •  
Simon Wateridge
Financial Planning Adviser
  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.

Having worked in the Financial Services industry since 2007, Simon joined Wingate in March 2017 as a Paraplanner to provide technical support to the Financial Planners. He moved into his current advice role in 2019 to assist clients in understanding and achieving their goals. This includes all areas of financial planning; pensions, investments, inheritance tax planning and long term care.

Simon lives in Horsham and enjoys most sports, in particular, football and golf. In his spare time, you’ll mostly find him playing golf at 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