Private Client Manager
Financial Planning Certificate (CII)
Financial Protection (CII, RO5)
Diploma in Regulated Financial Planning (Level 4)
Simon joined Chetwood Wealth Management in 2009. He brings over 20 years experience having worked in various technical and advisory roles with a number of high profile firms. In his current role as a Private Client Manager, Simon specialises in providing detailed technical research and personalised financial planning, always endeavouring to provide creative and tailored solutions to meet each clients unique needs.
At the weekend, Simon loves nothing more than exploring the wilds of Exmoor and the North Devon coast with his family.