Simon Tipton
CeMAP, DipFA
I help individuals, families, and businesses with their financial planning needs in a ‘jargon free’ way. With over 18 years financial services experience, I pride myself on advising with great integrity and honesty, helping clients achieve their financial goals and aspirations. I’m passionate about building my business through a two-way trusting relationship, resulting in being recommended to friends and family by my existing clients.
I live in the Ribble Valley, Lancashire, although geography is no barrier to the services provided. In my spare time I like to spend time with my family, where my two young children keep us on our toes! I also enjoy playing golf and am the Chairman of my local football team, Hurst Green Football Club.
About
We're passionate about building long-term relationships with our clients through providing financial advice to individuals and businesses, where we specialise in providing highly personalised, face-to-face, or digitally based advice.
Our customer centric approach is focused on building long-term client relationships founded on trust and mutual respect, enabling clients to help achieve their financial goals.
Promotions
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
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 28/09/2022
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.
