Independent Financial Adviser
Simon has been providing financial advice locally for over 20 years, focusing primarily on Investments, Pensions, Mortgages and Protection needs and has particular expertise in property related investments.
Simon has been recognised as the Top Rated Independent Financial Adviser in Taunton having received the highest number of positive client reviews on VouchedFor.co.uk, the independent website which helps people to find a trusted Independent Financial Adviser.
Being ‘Top Rated’ means Simon is in the top 0.5% of advisers in the whole of the UK and he has recently been listed in ‘The Times’ newspaper as one of the Top 250 financial advisers in the UK.
In his spare time Simon enjoys spending time with his family and children, coaching youth cricket, supporting Somerset CCC and Bath RFC and chairing the Somerset Baker Cup cricket competition