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Simon Trievnor

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Simon Trievnor
Simon Trievnor
ACII, Cert CII(Mp), Chartered Financial Planner
Independent Financial Adviser

Following 14 years in both personal and business advisory roles in HSBC, Simon decided that he is more able to provide the level of service and product choice that he feels his customers deserve by forming his own business, Seven Arches Wealth Management

Having achieved the qualification of Chartered Financial Planner, he has shown that he has the in depth knowledge required to provide advice in the specialist field of pension transfers, as well as having over 20 years experience of advising on investment planning, inheritance tax mitigation and providing financial protection for both families and businesses.

The combination of Simon’s commitment to customer service and expert knowledge, with the business support offered by a close relationship with the Vision group means that his customers can be assured of the highest level of financial advice.

Simon can be contacted on 07734 419003 or by email at 

“Simon has been our financial advisor for a number of years and he is always happy to answer our questions and explain things in a way we can understand.”

“Very diligent adviser who explains options fully and follows up at relevant times.”

“Perfectly satisfied with the service provided by Simon.”