Simon has worked in Wealth Management for over 15 years and prides himself on building long term, trusted relationships with his clients. He advises clients from all walks of life, ranging from everyday investors looking to save a few hundred USD’s a month through to large, international investors with several million invested. Simon has qualifications to provide advice in Hong Kong through the Securities and Futures Commission and the Insurance Authority but also has his DipPFS from the Cii in the UK. So the range of his expertise is global.
Simon has been heavily involved with SJP’s Charitable Foundation for many years and in his free time he loves to hike, run, watch loads of sport and spend time with his young family – who definitely keep him busy outside of work!”
Simon was not what I am used to with financial advisors who seem to be interested in pointing you in directions that best suit them. Simon worked towards solutions that suited us and was the first consultant I have worked with that made suggestions that lowered our investment costs and fees.
My experience dealing with Simon at St James’s Place has been very positive. He has provided excellent support, understanding my priorities and proposing options without being too pushy.