An Associate Partner of St. James's Place Wealth Management

Simon Daws

Simon Daws

MSc DipPFS
I provide comprehensive financial advice to individuals and businesses looking to grow, manage or preserve their wealth. I simplify the complexities of personal finance enabling my clients to focus on their careers, families and interests.

About

Based in London, I offer a bespoke face-to-face financial advice service focusing on investment planning, retirement planning inheritance tax planning and protection planning. I offer bespoke face-to-face financial advice and build long-term working relationships with my clients through regular financial reviews and the provision of relevant market information and product specific details.

Prior to joining St. James's Place, I worked in the derivative markets for major investment banks in both London and New York for 15 years. The specialist knowledge I gained during this time has given me the insight and understanding to assist my clients in planning for their future. I have a Master’s degree in Statistics from the University of Kent and a joint honours Bachelor’s degree in Economics and Mathematics from the University of Wales, Aberystwyth.

Outside of business, I have played hockey for over 30 years and still play both mixed and men’s hockey competitively. I also enjoy attending live sporting events.

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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.

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.