Independent Financial Adviser

After graduating from Leeds Met University in June 1992 with a B.Eng.(Hons) degree, Simon spent 3 months with twelve of his course mates undertaking the BUNAC Work America programme living in San Diego and working at Sea World.

On returning to reality in the U.K., Simon started his first job in Financial Services in September 1992. Simon has built up a great rapport with his clients who often refer him to their friends and colleagues.

Simon offers advice on all areas of financial planning but specialises in dealing with Medical Professionals. He has specialist knowledge of the NHS Pension Scheme and is also a specialist on Mortgages and Protection, Pensions, Investments and General Financial Planning for which he is qualified to QCA Level 5 by Diploma.

Simon has been married since June 2012 and in his spare time has a keen interest in Disco and Dance Music. He has been a part time DJ for over 30 years all over the UK and has done gigs in Ibiza and still DJ’s festivals in Spain.

His claim to fame is that he was also the official after-show DJ for Oasis in 2002 and has even provided the musical entertainment for quite a few of his clients weddings!


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Registered office: 47-48, 1st Floor, Pegholme, Wharfebank Mills, Ilkley Road, Otley, LS21 3JP

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