Partner Birmingham +44 (0)121 710 5216
Investment management; private clients; charities; not-for-profit organisations.
Simon has worked in the investment industry since 1994 and in discretionary investment management since 1996. Initially dealing with private clients, Simon was asked to specialise in dealing with the charity sector in 2006, during his time at Barclays Wealth. More recently, Simon has also been asked to deal with a number of Smith & Williamson’s largest family accounts.
Chartered Fellow of the Chartered Institute of Securities & Investment (CISI).