0330 038 8938
Based in Hertford
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FCA Regulated
Last checked: 14 March 2025
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Verified reviews: 100%
Simon has received 22 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 13 January 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.
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Simon has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Checks carried out by VouchedFor
FCA Regulated
Last checked: 14 March 2025
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
22
Recent Client Reviews
Verified reviews: 100%
Simon has received 22 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 13 January 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.
Qualifications Uploaded
Qualifications not yet added
Simon has not yet added their qualifications to their profile
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
I have 30 years of financial industry experience and hold the Chartered Financial Planner status. My career started out working in the Pensions Technical Department of a life office, which got me to where I am today. My specialist areas include investments, pensions, retirement planning, and Inheritance Tax planning. I primarily work with people in or approaching retirement, those who have sold businesses, inherited wealth or suffered a bereavement or divorce. I am a Managing Director of gpfm, and work as a Chartered Financial Planner within the business. Established in 2001, we are a local Hertford business you can trust. We are immensely proud to be Chartered financial planners who offer independent advice to clients from all walks of life. We don’t see our journey together as a short-term solution. It’s called a journey for a reason and that’s because we’re here to help people achieve a lifestyle, whether that’s now or in the future. We provide a truly all-encompassing service that takes into consideration every aspect of your life, present and future, and ensures you and your family are well looked after. Contact our friendly team of expert financial planners today to see how we can help 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).
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Adviser Disclaimer
gpfm financial planners is a trading name of Gerald Pepper Financial Management Ltd who are regulated and authorised by the Financial Conduct Authority under registration number 195615.