Simon joined Perspective (North East) Ltd in 2019. He was excited by the prospect of joining a growing company with a client-centric ethos.
Simon graduated from Leeds University with a degree in business. He previously worked as an adviser at a large national firm based in the North East. Before that he was a director of a retail business for several years.
Simon has a particular interest in pensions and inheritance tax planning. He enjoys the fact that every day is different and that by helping to solve clients financial puzzles, he makes a positive impact on their lives.
Away from the office Simon enjoys playing football, dog walks up the coast and spending time with his baby daughter, Harriet.
The Financial Conduct Authority does not regulate taxation or trusts.
