Simon Bishop

I have a wealth of experience and knowledge that has helped individuals, businesses, and generations of families achieve their financial goals, giving them the confidence to look forward to their future. I understand that whilst clients may share similar concerns or situations, they all benefit from individually tailored solutions. This personalised approach coupled with my tailored service has built a client base predominantly through recommendations. With over 23 years’ of experience in the financial services industry, I offer holistic financial planning, focusing on building meaningful, long-lasting relationships with my clients by providing high-quality, bespoke client services. Before establishing DWB Wealth Consultancy in 2013, I was a Senior Financial Planner for HBOS (Halifax / Bank of Scotland), spending 10 years building a highly respected reputation, resulting in joining the prestigious St. James's Place. Financial planning works best when a collaborative approach is taken, I work alongside your existing professional advisers, solicitors, and/or accountants to help you achieve your financial goals and to make sure your needs are fully considered. 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. Auto-Enrolment products are not regulated by the Financial Conduct Authority. 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 20/03/2025