“I help clients understand the value of the wealth they are generating and work towards achieving the objectives that really matter for them and their families, with an honest appraisal of the pitfalls. You build generational and personal relationships.”
- Locations
- Edinburgh
Simon is a Financial Planner in our Edinburgh office. For almost 30 years he has provided financial planning and wealth management advice to private individuals from all walks of life. This includes estate and retirement planning, inheritance tax planning and putting in place investment solutions.
He provides personal, bespoke advice to business owners, professional partners in legal and accountancy firms, senior executives and directors. He and the Financial Planning team are also developing expertise in clinical negligence and personal injury claims.
Simon, who joined RBC Brewin Dolphin in 2018, believes that this bespoke approach to financial planning brings context to the financial position of clients and helps to identify and prioritise what is important to them. He then works with clients to establish financial solutions, which are reviewed on an ongoing basis. He is a Chartered Financial Planner and a Fellow of the Personal Finance Society.