0203 551 0160
Based in Ealing
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FCA Regulated
Last checked: 03 March 2025
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Verified reviews: 100%
Simon has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 21 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
6
Qualifications Uploaded
6 qualification certificates available to view
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Simon has provided information on their typical fees
Simon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
16
Positive First Impressions
94% of users who are not yet clients had a positive first experience with Simon
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 16 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 03 March 2025
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Verified reviews: 100%
Simon has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 21 November 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
6
Qualifications Uploaded
6 qualification certificates available to view
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Simon has provided information on their typical fees
Simon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
16
Positive First Impressions
94% of users who are not yet clients had a positive first experience with Simon
94% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 16 first impressions)
I provide broad based personal financial advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them the most. My advice covers all areas of wealth management, including, savings, retirement planning, wealth protection, cashflow modelling and investment planning. As a Partner Practice of St. James’s Place based in West London, my emphasis is on maintaining long-term relationships with my clients providing them with a source of trusted advice as their financial needs evolve over the years. Agile Life Financial Planning is a trading name of Agile Trading Limited. 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 31/07/2024
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
Based on responses provided by clients who have reviewed this adviser
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Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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