Simon works across a broad range of clients dealing with professionals and business owners. Simon works with clients to help them to realise their prioritises and goals and using cashflow planning is able to assist clients in achieving their desired lifestyle without the fear of running out of money. Simon also works closely with other professionals in assisting clients with estate planning.
Simon has worked in Financial Services for 18 years having started out doing accountancy, He has been with Pilgrim Financial Planning since 2011 initially as a paraplanner before moving into Financial Planning.
Simon holds a diploma in Financial Planning and is currently working towards achieving chartered status.
Simon lives in Wiltshire with his wife a two daughters, around work and studies Simon spends his time going for walks with the family and watching sports.