Simon joined Nelsons’ Investment Management team in 2013 as an Independent Financial Adviser. Simon’s areas of expertise include charity investments, offering independent financial advice, investments and life assurance and pensions.
Areas of Expertise
- Investment advice for individuals and trustees
- Charity investments
- Life insurance advice
- Pensions and retirement planning
Professional Information
- Diploma in Regulated Financial Planning
- Qualified member of the Chartered Insurance Institute (CII)
“Nelsons were recommended via my solicitor friend. Simon Thatcher has offered an extremely high service, accommodating all my personal investment requirements. Simon is very knowledgeable, with an ability to accommodate my limited level of investment experience, providing clear precise, practical detail. I would strongly encourage you to contact Simon should you need any advice.”