After graduating from Staffordshire University Simon began his financial services career in 1998 with the Prudential,. In 2003 he joined a Financial Adviser in Newbury where he was responsible for technical support, report writing and office management. He joined PSFM in 2006. Simon is now a Chartered Financial Planner and Pension Transfer Specialist, advising Individuals and Trustees on every aspect of their financial planning. Simon sits on the PSFM Technical Committee which is responsible for research, writing procedures, technical support and providing supporting documentation for the rest of the business. Simon enjoys spending time with his young family and keeping fit by running and cycling.
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