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 financial advice firm which was part of a larger national network. Simon is now a Chartered Financial Planner who offers a wide range of planning for individuals, families and trustees and has a particular focus on pension transfers. Simon is a member of the Punter Southall Wealth Technical Committee, which is responsible for research, writing procedures, and providing best practise ideas for the rest of the business. Away from work, Simon enjoys spending time with his young family and keeping fit by running, cycling (particularly up large mountains across Europe) and takes part in the occasional triathlon.

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