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
‘Excellent, professional and friendly advice.’
‘We are both delighted with the service that Simon offers.’
‘Simon continues to provide an excellent service and I feel reassured by the advice in relation to our retirement planning.’