Simon Trebble

Financial Planner, Partner

Simon works with a diverse range of clients, including professionals and business owners, to help them identify and achieve their financial priorities and goals. Specialising in cash flow planning, Simon assists clients in securing their desired lifestyle while providing peace of mind that they won’t outlive their money. He also collaborates closely with other professionals to offer comprehensive estate planning solutions.

Simon joined Saltus in 2022, bringing with him 18 years of experience in the financial services industry. He began his career in accountancy and, in 2011, moved to Pilgrim Financial Planning, where he initially worked as a paraplanner before transitioning into financial planning.

He holds a Diploma in Financial Planning and is currently working towards achieving Chartered status.

Simon helps clients, particularly professionals and business owners, identify their priorities and achieve their lifestyle goals through effective cash flow planning.