Prior to joining Vision in 2011 Simon was a highly successful Financial Adviser at Barclays for 10 years. He now has over 16 years of experience in financial services.
Simon is more passionate than ever about giving the highest level of service to all his clients and relishes the opportunity to offer truly independent financial advice alongside Vision.
Simon is happy to discuss all your financial planning requirements, in particular Investments, Pensions, Protection and Inheritance tax Planning.
“I feel I have a good relationship with my advisor. There have been a few times when I have called / turned up unannounced on things I don’t understand or unaware of, and he’s sorted me out with no problem. All in all, very satisfied.”
“I feel Simon gives me an excellent level of service and never minds if I ring him or drop into his office for something I am not sure about. All in all I feel lucky to have someone who I can place my trust in for my future pension plans.”
“Very happy with the personal service Simon has given us. I feel confident that we have a good relationship and that we can trust Simon to understand our needs and treat us well.”