Simon, now one of the highest qualified Financial Advisers in the UK, completed his MBA in Financial Planning in 2023.  Considering his long standing working relationship with entrepreneurs, his research was a study on ‘the effectiveness and influence of Financial Advisers on entrepreneurs considering a business exit’. As a result this prompted Simon to enhance how he works with the entrepreneur community and he has also shared his findings with the wider financial advice community to achieve the same.

Simon is a lifestyle Financial Planner, and together, he will help you to set out your long-term aspirations for you, your family and, where necessary, your business helping you to make them a reality.  

As a business owner himself, Simon understands the challenges of trying to work to develop the business as well as managing the general day to day activities.  With all the pressures placed on a business owner in this fast-paced changing World, Simon can help you through our holistic approach of linking your business and personal finances so that they work together in unison.

With our cashflow modelling, you will be able to visualise and bring to life your future financial needs and see the impact certain decisions have on your future lifestyle.  

We can create ‘what if’ scenarios so if you want to expand your business, buy the dream house, the dream car or save for your children’s future, we will help you chart a path to help you meet that goal as quickly and efficiently as possible and Simon will be with you every step of the way. 

Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.