- call us now! 01548 856096
Simon has over 33 years’ experience in Financial Services dating back to 1989 and has worked in many different sectors in advisory and management roles in that time. He is based in our Plymouth, Launceston and Kingsbridge offices.
He joined Clearwater Financial Planning in August 2022 and has developed extensive knowledge in working with Care Fees, Investments, Inheritance Tax, Trustee Investments and Retirement Planning. He is also an Equity Release Specialist which is an area of the business he particularly enjoys.
He has over 22 years’ experience working within the Care Fees Planning sector having previously worked within a specialist Care Fees department at a practice in Plymouth and with a specialist Later Life practice.
Having had four members of his own family needing to receive care in various settings, Simon has tremendous empathy for his clients, their families, powers of attorney and other professional advisers.
Simon has obtained the Diploma in Financial Planning, the Certificate in Equity Release and the specialist Care Fees Planning qualification. He is currently studying for the Chartered Financial Planner qualification.
In 2009, he gained the prestigious Later Life Adviser (SOLLA) accreditation, one of only a very few advisers nationwide. In 2020 he also gained the SOLLA Later Life Lending and Retirement Advice standards.
He is also a member of the Institute of Professional Will Writers.
Simon enjoys football, cycling and walking and is regularly seen and heard on TV and Radio and all over the South West as part of the ‘The Countrymen” band.
Inheritance Tax Is not regulated by the Financial Conduct Authority.
Will writing is not part of the Quilter Financial Planning offering and is offered in our own right. Quilter FinancialPlanning accept no responsibility for this aspect of our business.
where we are
01548 856096
56 Fore Street
Kingsbridge
Devon TQ7 1NY
info@clearwaterfinancialplanning.co.uk where we are
01548 856096
Falcon Business Centre
Eagle Road, Langage
Plympton PL7 5JY
info@clearwaterfinancialplanning.co.uk where we are
01548 856096
The Orchard Centre
Blind Hole, Market Street
Launceston PL15 8AU
info@clearwaterfinancialplanning.co.uk Locations
