Meet the Team
Simon James
Independent Financial Adviser, DipPFS Diploma in Regulated Financial Planning, Cert CII (MP)Simon joined the firm in 2023, having spent over 20 years in financial services, working with: insurance providers, independent financial advice firms and a private bank.
He provides advice on: investments, pensions, protection and inheritance tax, and has qualified for the Personal Finance Society Diploma in Regulated Financial Planning.
