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.