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.
‘Simon was always extremely helpful and pleasant to deal with, he never rushed me to make a decision and left sufficient time between each meeting to enable me to be informed.’
‘Our only regret is that perhaps we should have known Simon years ago! He has guided and advised us, such that we have trust and belief in all dealings – we have been pleased to recommend him to friends.’
‘Excellent service from Simon Wathen. Couldn’t wish for a better financial adviser’
‘I am more than happy with Simon’s advice and direction, and the fact that he is local to me and I can contact him whenever I need is invaluable to me.’
‘Always a very welcoming and friendly manner at our meetings. Good explanation of items.’