Simon Beazley
Based at St. James's Place's Knightsbridge office, I work closely with private clients and small businesses to provide tailored wealth management strategies. I have worked in Financial Services since 2001, initially in investment banking. Having spent so long working "at the coal face" of financial markets, I pride myself on being able to develop close relationships with individuals and families to help them achieve their personal financial objectives.
About
After a career in investment banking with Cazenove and ING Bank, I decided to transition across to wealth management in 2014, and have been working in a Partner Practice of St. James's Place since 2015.
My key skills include:
- Investment Management
- Financial Planning
- Retirement Planning
- Tax Planning
- Inheritance Planning
My objective is to assist my clients in making informed financial decisions through face-to-face holistic advice. My approach is always focused on the individual or family, ensuring that they benefit from our tailored solutions. My relationship with them helps them towards their financial goals, now and in the future.
I live in South-West London and, away from work, immerse myself in family life with my wife and two young daughters. When time allows, I enjoy keeping fit, watching most sports, and getting onto the golf course.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
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 05/07/2023
The Partner 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.
