
Simon, as a Partner at St. James's Place, brings a wealth of experience in financial markets having worked in financial services for over 30 years. He initially qualified as a chartered accountant before going on to market facing roles at a large US investment bank and more recently a macro hedge fund.
Simon works closely with his clients to establish long-term relationships and create bespoke tailored solutions to fit their specific financial objectives and needs. This personal touch, combined with the excellence of St. James's Place's investment research and solutions, provides his clients a solid foundation to help them meet their financial goals, understand their options more clearly and feel more confident in their decision making.
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.