Simon has been with Vision for 3 years, following a successful career at Barclays Bank as a Financial Planner.
He brings with him a wealth of knowledge and experience in all areas of Financial Planning and looks forward to offering his clients truly ‘independent financial advice’.
Simon strongly believes that through maintaining a professional yet personal relationship with each and every client he will establish a clear understanding of their financial goals which will help realise their aspirations now and in the future.
Having the ability to spend time with his clients and access to the ‘best in the market’ solutions backed by qualification, experience, expertise and high levels of on-going service, Simon can offer clients a choice of advice services specifically designed to suit their individual needs.
“We are extremely pleased with the way Simon looks after our investments. He takes care to ensure that we understand all that is necessary before coming to any decisions. He is always quick to respond to our requests for information and help with matters arising.”
“My association with my adviser has been first class. He visits me at home at least once a year , and brings to my notice any change or addition which could be put into effect. I trust his advice implicitly.”