0330 038 8938
Based in Stourport-on-Severn
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, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 01 April 2025
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
100
Recent Client Reviews
Simon has received 100 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 100 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
Last checked: 22 January 2025
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.
1
Qualifications Uploaded
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Simon has not yet added their fees to their profile
Fees not yet added
Simon has not yet added their fees to their profile
7
Positive First Impressions
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 7 first impressions)
86% of users who are not yet clients had a positive first experience with Simon
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 7 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 01 April 2025
Simon and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
100
Recent Client Reviews
Simon has received 100 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Simon has received 100 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.
Last checked: 22 January 2025
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.
1
Qualifications Uploaded
Simon has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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
Simon has not yet added their fees to their profile
Fees not yet added
Simon has not yet added their fees to their profile
7
Positive First Impressions
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 7 first impressions)
86% of users who are not yet clients had a positive first experience with Simon
86% of VouchedFor users have had a positive (4 or 5 star) first experience with Simon (based on 7 first impressions)
Hi, I’m Simon, a Worcestershire based Financial Adviser with over 25 years’ experience working within Financial Services. I believe that everyone should have access to high quality professional financial advice, and once you engage with me I hope you’ll find that I deliver easy to understand advice in a friendly, efficient manner. I have a full time PA, Sarah, who keeps my diary full, my clients happy, and me in check! My aim is always to leave you in a better financial position than when I found you, and progress any planning with integrity and at a pace that suits you. I can give advice on pensions, including final salary pension transfers, protection, & mortgages. I am attached to Beals Wealth Management who are a strategic partner of Quilter Financial Planning, which means that I deliver a personal service with the backing of some much bigger companies. I achieved Chartered status in June 2023 having completed all of the requisite modules from the London Institute of Banking & Finance. In my spare time I enjoy walking Roo, my needy cocker spaniel, mountain biking and I am also learning to ride a motorbike. Initial chats are always free so we can discuss your needs without having to watch the clock. I look forward to hearing from you soon, and please look through the reviews that some of my clients have written about me. *Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.*
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
Household income
Mortgage value
Savings
Clients' level of financial expertise
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