Simon Neville
Chartered Financial Planner, MBA APFS
Life-centred financial planning for business owners, entrepreneurs and company directors.
Simon is one of the most highly qualified Financial Advisers in the UK, having completed his MBA in Financial Planning in 2023. With a long-standing career working alongside entrepreneurs and business owners, his postgraduate research focused on the effectiveness and influence of financial advisers on entrepreneurs considering a business exit.
That research deepened Simon’s belief that the most valuable financial advice doesn’t start with products or markets — it starts with understanding life goals, personal priorities and the real decisions business owners face. As a result, he has further enhanced the way he works with the entrepreneurial community and has shared his findings with the wider financial advice profession.
Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
About
Simon is a lifestyle financial planner. Together, you will take the time to define what success looks like for you — not just financially, but for your family, your business and your future lifestyle. From there, Simon helps you build a clear, structured plan to support those long-term aspirations.
As a business owner himself, Simon understands first-hand the pressure of growing a business while managing day-to-day demands. In an increasingly fast-moving and complex world, many business owners find that their personal and business finances evolve separately. Simon’s approach brings them together — creating a holistic plan where your business and personal finances work in unison.
Using detailed cashflow modelling, Simon helps you visualise your financial future and understand how today’s decisions may impact your long-term lifestyle. This allows you to explore different “what if” scenarios — whether that’s expanding your business, planning for a future exit, purchasing a family home, supporting your children’s education, or simply gaining confidence about your long-term financial security.
Throughout the journey, Simon works alongside you, adapting the plan as your life and business change, helping you make informed decisions with clarity and confidence — every step of the way.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
