Based in Lymm and Manchester City Centre, Simon provides wealth management advice to clients within the city and further afield throughout the Cheshire & North West area. Dealing with a host of individuals and companies, he helps obtain the best potential returns for his clients', helping them to grow and expand their portfolios.
Born and bred in Manchester, Simon began his career here in the UK but soon moved abroad where he gained extensive experience in offshore banking. After working across Europe in Spain, Scandinavia, Germany, Malta and Greece, Simon acquired an excellent understanding of European tax with respect to investments and savings.
Education is important to Simon – and his own experience coupled with a range of industry-specific qualifications and strong ethical responsibility is what he believes sets him apart from the rest.
In line with his professional background, he has focused on developing specialist knowledge and is fully qualified as an estate planning Partner. Additionally as a representative of St. James's Place Wealth Management, his service is enhanced and complemented by the provision of advice covering investments, Inheritance Tax planning and retirement strategies.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.