Simon was educated at Yale University and Aston University.
Sandgate Wealth Management’s focus in the last 12 years has been on providing first class financial planning services to indiduals, families and businesses in the Farnham area.
His technical knowledge and experience is complemented by a degree in psychology; which helps him with the “softer side” of the financial planning process. This background has helped Simon recognise that financial planning is about working with people to help them, not selling them products or services they can’t see a clear need for. This philosophy is central to the way Sandgate Wealth Management does business.
Simon can draw on the support of the exceptional technical teams within St. James's Place Wealth Management, whenever they are needed. He is ably assisted by Nadine and Lisa.
Simon is a keen whitewater kayaker and has a great sense of humour: When he’s not working or spending time with his family, he can often be found running whitewater rivers in the Brecon Beacons, Snowdonia, Dartmoor or Exmoor. He also has an award for courage, presented by the head of the Metropolitan Police. Perhaps the two things go hand in hand!
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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.