Everstead Financial Planning
Simon Horner
CFA, APFS
Simon has worked in financial services for almost 10 years, working in roles based in Luxembourg, London, Bristol and finally Bath. A love of problem solving and helping others saw Simon teach mathematics at secondary school for three years, before deciding to combine his financial expertise with his passion for supporting people to become a financial planner.
Alongside being a Chartered Financial Planner, Simon holds the prestigious Chartered Financial Analyst (CFA) designation, reflecting his in-depth knowledge of investment markets.
About
Everstead was established to support individuals at every stage of their financial planning journey, helping them understand their options and make informed decisions about their and their family's financial future.
My clients come from all walks of life, but they share a desire to achieve their lifestyle goals and recognise the value of having a clear financial plan. Whether it’s making investment and budgeting decisions, planning for retirement, considering trusts and intergenerational wealth, or simply having someone to keep them on track, Everstead is here to provide guidance and support along the way.
Trusts are not regulated by the Financial Conduct Authority.
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Addresses
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 26/09/2026
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.
