Simon joined Boolers in December 2014, and has over 30 years’ experience in pensions and financial planning. Prior to joining Boolers, he spent 17 years in KPMG’s pensions advisory practice, where he advised a wide range of corporate and individual clients, ranging from FTSE listed companies to successful private businesses and their owners.
Simon’s main focus at Boolers is on holistic pension and investment planning for high net worth individuals and their businesses.
He is a Fellow of The Pensions Management Institute and Chartered Financial Planner.
Get to know Simon
Out of work Simon spends his time enjoying family life with his wife and grown up children, country walks with his dog and trying to improve his running (he hopes to crack the 20 minute barrier for 5km one day). He also enjoys travelling, particularly to France, and skiing.
Loves: “My wife and children, happy times spent with my family, being outdoors and meeting clients, old and new.”
Loathes: “Food waste, bad manners, dishonesty and being stuck in the office too much.”
Further important information
Every financial adviser and planner in the UK must be registered with the Financial Conduct Authority (FCA). They also need to hold a valid Statement of Professional Standing (SPS), which confirms the holder has adhered to a code of ethical standards, has the required qualifications and has completed appropriate on-going personal development.
We believe that all advisers should be as open and transparent as possible. Therefore, please find links to Simon’s: