Get to know Simon
I joined Citywide in October 2024 and as a Financial Planner, my role involves working with clients to help them to achieve their personal and financial goals.
After sixth form I headed straight into full time employment. After working in retail and project management roles, I began my financial services career in 2010. In the last 14 years, I have worked in administration and paraplanning roles as I completed the Diploma in Regulated Financial Advice. I have been providing financial advice for the past seven years.
Away from the office, I recently celebrated my 10-year wedding anniversary and am a proud Dad to a seven-year-old daughter. I enjoy spending time with friends and family, playing golf and football, and watching live music.
I am a trustee of a charity called HASAG that helps people with asbestos-related illnesses. I wanted to give something back as they have helped my family enormously over recent years.
Studying for Advanced Diploma in Financial Planning
