Simon joined Killik in April 2018 and is a Senior Wealth Planner in our Wealth Planning department in Kensington, Chelsea and Mayfair.
Simon has extensive experience of advising a wide range of clients who are at different stages in their lives. His particular focus is helping clients develop a strategic financial plan to align their finances with their immediate objectives and lifetime goals.
His expertise includes lifetime cashflow planning, tax-efficient investing, pension and retirement planning, inheritance tax and estate planning and financial protection.
He is Chartered Financial Planner and a Fellow of the Personal Finance Society.