Simon Moore

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 West End Surrey, with his wife and two young children, Simon has been involved in numerous charity projects including being firework marshal at the Kingston upon Thames firework display, fundraising with the Christmas Carol Wagon and is a member of the Wingate Foundation committee, responsible for allocating funding to local charities and good causes. When time allows, he does still pull on his boots and score the odd goal and is Chairman of an 11 a-side football club started in Kingston upon Thames. 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.