A Partner Practice of St. James's Place Wealth Management

Simon Tang Wealth Management

Simon Tang

BSc (Hons) APFS, Chartered Financial Planner
Welcome to Simon Tang Wealth Management. Our aim is to develop long term relationships, providing advice delivered in a personable yet expert and meaningful way.

About

Planning for a secure future, whether for yourself, your family or your business, is one of the most important steps you will ever take. Just as important, especially in light of the current economic landscape, is to regularly review your position to ensure you can achieve your personal and financial objectives.

With this in mind, we can provide advice to meet specific goals or areas of need, or work with you to develop a strategic financial plan that can be reviewed and updated on a regular basis.

Our service is highly personal yet professional. We aim to deliver our advice clearly and without jargon. We are extremely proud of our client relationships which are built on our core values of honesty and integrity, mutual trust and understanding.

Simon Tang is a Chartered Financial Planner and has worked in financial services for over 20 years. After spending many years working for a bank and subsequently a national firm of wealth advisers, he decided to establish his own Practice so he can have direct influence over the level and quality of service his clients receive.

Simon’s philosophy is to develop and foster long term relationships with his clients. This only happens by getting to know people well and truly understanding their needs. Whilst it is important that he can spend time with clients and deliver a highly personalised service, it equally important to ensure the advice is tailored and the recommendations are of the highest quality.

Outside of work, when I am not ferrying my two boys to football matches and tennis tournaments, I enjoy running and going to the gym. I am also a trustee for a local youth football club and sponsor the Newbury Bowling Club.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Simon Tang

Pine House, Garden Close Lane, Newbury, Berkshire, RG14 6PP

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
Simon has looked after my financial affairs for over 10 years. He has a straight forward approach. He explains clearly both the current and future strategies to ensure the portfolio is maximised. Simon has come through as being the consummate professional with my financial matters as well as considering how my personal circumstances affects them. I would recommend Simon to anyone for managing their affairs for the future.
Nick White | Retired, Axminster
Simon has been offering us financial advice for 12 years and we have found his knowledge and expertise to be matched only by his patience and good humour. He seems to have gone out of his way to support us and we have complete trust that our best interests are always the driving force behind his guidance. We have delighted in recommending Simon to friends.
Name Supplied | Retired Director, London
Our relationship with Simon makes us ready to talk about difficult and personal life decisions in an open and candid way. He is very knowledgeable, highly responsive, taking on any issue we raise and generating solutions in creative and well thought through ways. We are so confident in him that we have recommended him to others, including our children, thus creating the added benefit for us of generational planning.
Name Supplied | Retired, Near Henley-on-Thames
Simon has provided both myself and my family with good advice for both the short term and the long term. He has been committed to following up the guidance and recommendations he has made.
Helen James | Social Worker
Simon was recommended to me and from our first meeting I felt comfortable with him. Simon's approach is very refreshing. He takes time to get to know you as a person, is extremely diligent and methodical in his approach and you always feel he is working in your best interests. I recommend him wholeheartedly to anyone looking for empathy, assurance and the best results.
Nicola Webb | Oxford
Having had unsatisfactory experiences with previous advisers, I was reluctant to trust another but Simon's professional, thorough and genuinely caring approach makes me confident he will always advise the best strategies for my situation.
Name Supplied | Retired
My wife and I have known Simon for several years. It is without hesitation that I pen these lines in recognition of his professional ability and integrity. In our dealings with him, he has displayed great knowledge of financial matters, with a high work ethic. Simon is well supported by St. James's Place. As a result, he projects a good image of the industry in the minds of the prospective and ordinary investor.
Roger Maya | Retired, Swindon

Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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 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.

Simon Tang
Simon Tang Wealth Management