After graduating in 2000 from the University of Bradford with a degree in Technology & Management Simon began his career in Financial Services with Alliance & Leicester as a Financial Analyst.

Simon thrives on working on complex client circumstances. Having worked in the sector since 2000, his analytical approach enables him to work as part of a client advisory team to deliver appropriate strategies to clients enabling them to meet their financial planning needs.

Not surprisingly Simon’s specialism is investments, but he also provides broad financial planning advice. Typically he works with family members, business owners and company directors.

Away from the office Simon enjoys taking his Labrador – Harvey for long walks in the countryside and spending time with his family.