0330 038 8940
Based in Crowborough
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FCA status: Certified by Firm
Last checked: 21 February 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
Recent Client Reviews
Simon has not received any reviews in the last 12 months
Simon has not received any client reviews in the past 12 months
Independent Financial Adviser
Last checked: 06 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
1 qualification certificate available to view
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Simon has not yet added their fees to their profile
4
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Simon
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 4 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 21 February 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
Recent Client Reviews
Simon has not received any reviews in the last 12 months
Simon has not received any client reviews in the past 12 months
Independent Financial Adviser
Last checked: 06 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
1
Qualifications Uploaded
1 qualification certificate available to view
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Fees not yet added
Simon has not yet added their fees to their profile
4
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Simon
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 4 first impressions)
Simon joined Prosperity IFA in the spring of 2020 and the financial services industry advising clients 33 years before that. Initially as a tied agent he has been working in East Sussex and the surrounding area as an independent adviser for the past 14 years. Authorised to advise on investments, pensions, Inheritance Tax Planning and Life Insurance he prides himself in keeping everything as simple to understand for his clients as possible. Simon avoids using ‘jargon’ when he can and endeavours to build rapport and trust with his clients for the longer term, helping and advising them on their individual financial paths through life.
Offers available through VouchedFor
Contact Simon through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Simon's clients
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