Principal, Financial Planning
020 3327 5520

Simon was born in Reading and raised in Newbury, Berkshire. After graduating from Staffordshire University, Simon began his career in 1998 working for a large multinational financial services business dealing with technical pension queries. He joined Punter Southall Wealth (previously Punter Southall Financial Management) in 2006 after several years with a small local financial advice firm. Simon is a Chartered Financial Planner who offers a wide range of planning for individuals, families and trustees and has a particular focus on pension transfers; he particularly enjoys helping his clients achieve the financial freedom they desire. Simon is now responsible for the management of the London office and is Chair of our Advice and Technical Committee. Away from work, Simon enjoys spending time with his young family and keeping fit by running, cycling (particularly up large mountains across Europe) and managing his sons football team.

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