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

Simon Tang Wealth Management

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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.

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Advice & Services

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

Testimonials

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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 cons...
Nick White |Retired, Axminster

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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.

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.