Role: Financial Planning Director
Simon
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Simon has worked in the financial services profession for over 20 years, joining Magus in 2018 and is now a Chartered Financial Planning Director.

Simon has been advising clients and their families on building and protecting their wealth since graduating from university in 1994. As a Chartered Financial Planning Director and Fellow of the Personal Finance Society, he is highly experienced in advising a wide range of clients including partners of legal and accountancy firms, company executives, politicians, civil servants and people in the world of sports and media.

Building long-term relationships with his clients is central to Simon, and he takes time to really get to know them. Equally key is giving clients clarity and structure around their finances.

“It’s so important to me to ensure my clients understand the bigger picture, whilst keeping everything as straightforward as possible – I really believe in making the complex simple and, by doing so it means clients feel confident and in control.”

Outside of work, Simon is kept busy by his two children and cat. He’s also a keen cook with a love of motorbikes and he takes any opportunity to be out on the open road.

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Let's meet for coffee and a chat to see if we can shed some light on your financial world.

Drop us an email with your preferred date and time.

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