Head of Business Development
0131 230 0295

Simon graduated from the University of Stirling with an Honours degree in Scottish Literature in 1997 and began his career in financial services with the Edinburgh investment house Friends Ivory & Sime, where he provided support to IFAs as well as its sales team. After relocating to London in 2001, Simon worked in business development for a range of companies including Investec and Aberdeen Asset Management. He joined SEI in 2009, where he worked with IFAs, private banks and direct-to-consumer businesses. Simon joined Punter Southall Wealth (formerly Psigma Investment Management) in 2016, and is an Associate Member of the CISI, holding its Diploma in Investment Advice.

Other Punter Southall Wealth Members