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Simon joined the Financial Services profession after leaving college in 2006 and joined Clairville York in March 2014 after gaining experience with other financial planning firms.
Simon is a qualified financial adviser and holds the Chartered Insurance Institute Diploma in Regulated Financial Planning. He is currently working towards Chartered Financial Planner status.
Simon is married to Robyn, and they have a daughter called Mollie. Simon spends his spare time with his family and friends and enjoys playing golf and going to gigs when he gets the chance.
Clairville York Limited is authorised and regulated by the Financial Conduct Authority. No 207474
Investors should be aware that capital is at risk. Past investment performance is not a reliable guide to future performance. The potential for profit is accompanied by the possibility of loss. The value of investment funds and income from them may go down as well as up and investors may not get back the original amount invested.
The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website as www.financial-ombudsman.org.uk
