Simon joined Killik & Co in April 2018 and is an Associate Planning Director in our Wealth Planning team.
With over 20 years of experience in wealth management, Simon is a Chartered Financial Planner and Fellow of the Personal Finance Society. Simon has extensive experience 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.
Mayfair branch
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