0330 038 8941
Based in Newbury
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 16 February 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
31
Recent Client Reviews
Verified reviews: 100%
Simon has received 31 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 30 September 2024
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.
3
Qualifications Uploaded
3 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
Fees not yet added
Simon has not yet added their fees to their profile
29
Positive First Impressions
93% of users who are not yet clients had a positive first experience with Simon
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 29 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 16 February 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
31
Recent Client Reviews
Verified reviews: 100%
Simon has received 31 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
Last checked: 30 September 2024
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.
3
Qualifications Uploaded
3 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
Fees not yet added
Simon has not yet added their fees to their profile
29
Positive First Impressions
93% of users who are not yet clients had a positive first experience with Simon
93% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 29 first impressions)
As a Chartered Financial Planner, Simon is dedicated to helping you plan for a comfortable and secure retirement. At Attivo, our work is all about our clients. By listening and understanding what you want from your future, we can create a carefully tailored financial and life plan. Our independent status and unique approach to understanding our clients, their objectives and motivation, sets us apart. Simon has extensive experience in helping clients navigate the complex world of personal finance and prides himself on providing clear, straightforward advice that's easy to understand. He'll work with you to create a financial plan built around your individual needs, lifestyle, and personal goals.
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
Clients' level of financial expertise
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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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