Newcastle
Simon is a Chartered Financial Planner who joined Perspective in June 2019 and has 10 years of experience in the Financial Services industry.
He is known for helping clients make confident, well-informed decisions at key stages of their lives.
He holds Chartered status and specialises in pensions, trusts and inheritance tax planning. Simon supports clients with careful, structured advice designed to protect wealth and plan effectively for the future.
Simon enjoys bringing together all aspects of a client’s financial situation to create a clear plan that supports what matters most to them and their family. He aims to be a trusted advisor clients can turn to whenever they need clarity, reassurance or a second opinion, whether they are planning for education costs, retirement or life after work.
Check out Simon’s VouchedFor profile here.
I enjoy spending time with my family, taking my unruly Cocker Spaniel, Poppy, out for walks and playing and watching football.
In my early twenties, I owned a milkshake and frozen yoghurt café.
To attend an F1 race with my better half, Jessica.
We always take great care and use best endeavours to make every effort to get things right first time, we appreciate that mistakes can occasionally happen. If you believe something is not correct or you are unhappy with any aspect of our service, please do get in touch with us. Your Financial Planner should be your first point of contact. Alternatively, you can contact their Office Principal using the details provided on this website. We will listen to your concerns and do our best to resolve the matter promptly and fairly.
If you wish to make a complaint, please contact the Complaints Inbox at complaints@pfgl.co.uk and the matter will be handled in line with the complaint handling rules set down by our regulator, The Financial Conduct Authority.
If after your complaint has been investigated, you remain unhappy with our response, you may be able to refer your complaint to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, 1 Harbour Exchange Square, London, E14 9SR
Tel: 0800 023 4567
