He moved on to HSBC Bank plc where he forged a career for 25 years. Initially managing a team of advisers based out of High Wycombe, Simon moved on to a training role within the bank before returning to a customer facing role, providing professional financial planning advice to clients. Later Simon specialised in providing advice to commercial clients.
In the summer of 2013 HSBC Bank made the decision to withdraw its service of providing face to face holistic financial advice to its commercial clients. Simon has took this opportunity to leave the bank after 25 years and join some of his HSBC colleagues as one of the Primary Members of the financial adviser team at HFB Financial Planning Ltd.
Simon helps his clients identify the financial planning needs within their business, whilst managing the key individual's personal and financial goals, which are often closely linked. He then provides bespoke financial planning advice to help his clients achieve their goals. He appreciates the time pressures facing business people and their desire to have someone they trust dealing with their financial affairs.
Simon has always strived to give a high level professional service to his clients and aims to go well beyond 'just what is required' for his clients. This attitude is highlighted in achieving his Chartered Insurance Practitioner status from the Chartered Insurance Institute.
Outside of work Simon is the proud father of two 'lovely' children - he is a keen reader, loves to travel and enjoys 'trying to improve' at numerous sports - he is always open to an invitation to play at Wentworth!
