Simon Boyd Financial Management
Simon Boyd
BA(Hons)
As someone with 20 years of Banking and Client Management Experience, I am committed to giving a World Class Service to everyone that I look after. I feel that by building trust and rapport with clients it really helps me to manage their needs and goals on a short, medium and long-term basis.
Face to Face Advice and help is so important these days, and I am very much someone that maintains regular contact with my clients, and am always available for a chat or a meeting when necessary. I also have the ability to conduct meetings over the phone, or other digital media as well, which really allows me to help people all over the UK.
About
My aim is to ensure that all my clients receive the best Financial Advice possible. I place my clients at the heart of everything I do, and by prioritising their goals and aspirations and looking for ways to help them achieve these, I firmly believe this is the foundation for a great relationship built on long term trust and understanding.
Promotions
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 05/09/2024
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.
