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)