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Simon Rees DipFA

Financial Planner

Simon specialises in pension and investment related advice, general retirement planning, on-going client reviews and options for individuals who are approaching retirement.

With over 35 years’ of experience, he has gained a wealth of knowledge and experience across most areas of financial planning.

Simon started his career in financial services in 1984 and offers a high level of personal service to both new and existing clients.

 

Simon Rees

Telephone

01376 331800

Based

Hertford Office

The Red House
Bluecoats
Hertford
Hertfordshire
SG14 1AX

Telephone: 01992 501601

Perspective (East Anglia) is a trading style of Perspective (Central & East) Ltd which is authorised and regulated by the Financial Conduct Authority.

Perspective (Central & East) Ltd. Registered in England and Wales No 03355843. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley, PR7 1NY.

Perspective (Central & East) Ltd is a subsidiary of Perspective Financial Group Ltd.

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What to do if we didn’t get something right

We strive to deliver the highest possible level of service to every client, every time. If we got things right, we’re always happy to hear that – thank you. If we didn’t, in the first instance, please contact your Financial Planner or their Office Principal about the matter using the contact details on our website.

Should you not be satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:

The Financial Ombudsman Service
Exchange Tower, London, E14 9SR

Tel: 0800 023 4567 or 0300 123 9123

www.financial-ombudsman.org.uk