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Award Winning Independent Financial Advisers

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Simon Wathen

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Simon Wathen
Simon Wathen
PFA
Independent Financial Adviser

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.

He can be contacted by telephone mobile 07970 899845 office 01452 757764 or email on

 

‘Simon has helped me through a very difficult time. He has been excellent through every aspect, clearly explaining everything. I didn’t have a clue where to start from Pension to tax and he has sorted it all for me. Very grateful.’

‘I will say, Simon fully explained all the pension pitfalls and really tried to portray all the information in laymans terms which I found really helpful as pensions are quite a minefield! I was thoroughly pleased with the service he gave.’

‘I have the utmost confidence in Simon, that he does and will continue to advise me with my best interests at the heart of his advice.’