Simon Coward APFS | Perspective

Office:

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.

How do you like to spend your time outside of work?

I enjoy spending time with my family, taking my unruly Cocker Spaniel, Poppy, out for walks and playing and watching football.

What’s an interesting fact about you?

In my early twenties, I owned a milkshake and frozen yoghurt café.

What is one thing on your bucket list?

To attend an F1 race with my better half, Jessica.