Simon Reeve
Chartered Planner and Compliance Director
Specialisms:
- Financial planning
- Wealth Management
Simon has had a long and varied career in the financial services sector, working for providers, employee benefit consultancies and independent financial advisers.
Having started in the profession in 1992, Simon later became a qualified adviser in 2003 and has gone on to build up a broad knowledge that he uses to the benefit of clients.
Simon can provide effective, independent financial advice on a variety of products and services, including retirement planning, defined benefit pension transfers, investment planning and Inheritance Tax mitigation and trusts.
He particularly enjoys unravelling complex situations, meeting clients and building long-term relationships. He takes great satisfaction from seeing clients achieve their goals as a result of the excellent advice he provides.
Simon is a Chartered Financial Planner and Fellow of the Personal Finance Society, ensuring he provides the highest level of service. He also holds a membership of the Personal Finance Society and Chartered Insurance Institute.