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.
