Unavailable for contact through VouchedFor
Based in Rugby
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: March, 2019
4.9 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
Last checked: 27 March 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
9
Recent Client Reviews
Simon has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 06 August 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.
4
Qualifications Uploaded
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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 not yet added their fees to their profile
Fees not yet added
Simon has not yet added their fees to their profile
23
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 23 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 23 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
Last checked: 27 March 2025
Simon is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Simon's status
9
Recent Client Reviews
Simon has received 9 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 9 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 06 August 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.
4
Qualifications Uploaded
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 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 not yet added their fees to their profile
Fees not yet added
Simon has not yet added their fees to their profile
23
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 23 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 23 first impressions)
I am a fully qualified Independent Financial Adviser and Mortgage broker with 10 years experience in the industry. I work on a clear and transparent basis and feel that it is very important to build up trust with all of my clients. I am local to the Rugby area and cover the majority of the Midlands. Outside of work, I have two children and love to spend time with my family as well as playing/coaching a number of sports, including squash, football, rugby and golf.
£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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