Simon has been providing tailored financial advice for over 20 years. His aim is to be considered as a ‘trusted adviser’ to his clients and be a constant and reliable source of solid, dependable counsel through all stages of their lives.
Simon has considerable experience in both the individual high net worth market and in providing benefit solutions within the corporate arena. He advises and administers company benefit provision for many large companies. He has a great team working with him and together they strive to offer the highest standards of service at all times
Simon is married and lives on the Isle of Wight with his wife and son and they have two daughters currently at University. Simon enjoys trying to keep fit and he coaches local colts cricket and football teams.
Simon has a great team who work with him including Karen who deals with day to day administration for our corporate clients and Tracey who deals with accounts and individual client servicing. We also have access to a great team of para-planners who help with research and product suitability reports.
In addition to this through the Positive Solutions/Intrinsic group we have access to superb technical and compliance support along with the financial standing of Old Mutual, one of the World’s largest financial service companies. This means we provide a personal touch service but benefit from the huge resources and financial assurance sitting behind our business.