He has over been in the industry since 1987 and has worked as an IFA for over 24 years. In 2004 Simon established Foinaven, where he has guided his clients through the complexities of financial planning to help them achieve their goals and aspirations. He is committed to a client- focussed approach delivering tailored solutions to both individuals and businesses.
Simon decided to become part of a larger group to enhance his ability to offer clients broader resources, specialist expertise, and innovative solutions while maintaining the personal, relationship-driven approach that has always been valued.
He is currently working towards a long-term care qualification.
