Simon supports UK and globally mobile individuals in achieving their financial goals, growing and protecting wealth, and mitigating tax with transparent, pre-agreed fees, no account tie-ins, and no hidden costs.
A member of the Personal Finance Society, Simon is both a UK and Singapore qualified adviser and is regulated by the Monetary Authority of Singapore (MAS), ensuring clients are in safe hands.
Since moving to Singapore, Simon has embraced life both personally and professionally. When not working, he enjoys training in Southeast Asian martial arts (in which he holds a black belt), playing tennis and paddle, cycling, and escaping to tropical reef breaks to continue his 30 years of surfing experience.
exploring Asian cuisine, surfing new waves, training in martial arts, and spending time with family and friends.
Anywhere he hasn’t yet explored.
Family, good friends, and good food.
Skydiving, snowboarding in Japan, and traveling to South America.
CMAP - Certificate in Mortgage Advice and Practice (UK)
CeRER - Certificate in Regulated Equity Release (UK)
DipPFS - Level 4 Diploma in Financial Planning (UK)
CMFAS 5, CMFAS 8, CMFAS 6A, CMFAS 8A, CMFAS 9A, CMFAS HI
Monetary Authority of Singapore (MAS) Licensed Financial Adviser Representative
