Home Meet the team Simon Watts

Simon entered into the Financial Services industry in 1990 after a stint in the Civil Service, building experience with Norwich Union/Aviva, Zurich and AIG. He joined Boolers in mid-2013 and his role is as one of the Investment Managers, working with client portfolio construction and analysis. Simon is a Fellow of the Personal Finance Society, a Chartered Financial Planner and holds the CII’s Level 4 Certificate in Discretionary Management and in November 2020 became an Associate of the business.

Outside of work, Simon enjoys socialising with friends and family, listens to a wide range of music and avoiding home DIY projects. He regularly travels around India with his wife and is well versed in regional Indian cuisine and Bollywood movies.

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Tel 0116 2406983

“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey