Simon Neville
Chartered Financial Planner, MBA APFS
Personal development has always been high on Simon’s agenda. He successfully completed an MBA in Financial Planning through the University of Gloucestershire in 2023. He formed part of the UK’s first cohort for this qualification and this makes him one of the highest qualified Financial Advisers in the UK.
So, with over 30 years’ experience in the industry, Simon is far more than a Financial Adviser.
Simon is a conduit for all your business and personal financial needs – streamlining all of your finances in to one overall, visual plan.
All too often, business and personal finances are completely disjointed and are not working together to help you achieve your lifestyle and business goals. But with our cashflow modelling, Simon will help streamline and bring all the facets in your financial Worlds into one overall plan, helping you to focus on everything that’s important to you, your family and your business.
In his free time Simon enjoys participating in and watching various sports.
About
Simon, our principal adviser, has a broad experience including; pensions (individual and corporate), investment planning (UK & Offshore), protection, estate preservation strategies (protection, trusts*, investment planning), residential, investment and referral to commercial mortgages*, Specialist insurance and healthcare.
Your home or other property may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
*Trusts and commercial mortgages are not regulated by the Financial Conduct Authority.
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.
