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Simon started working for the firm as an IFA in 2008, having been in the industry for 20 years. He enjoys the one to one aspect of meeting clients, making their money work hard for them and tailoring a bespoke financial plan to meet their changing circumstances.
A specialist in Group Pensions, he has worked with many local businesses overseeing the Auto Enrolment process and the staging of their pension start dates. In addition, Simon offers a one to one service with staff to look after all aspects of their retirement planning.
He trained with the Royal London Assurance Company which gave him a good grounding in financial services.
In his spare time, Simon enjoys spending time with his family, travelling, running and enjoys supporting the Oldham Coliseum.