Simon joined JM Finn in August 2009. After leaving Exeter University in 1999, Simon joined NCL Investments, which was subsequently taken over by Smith & Williamson. He is now Head of our Winchester office and whilst born in Winchester, Simon lives in north-west Hampshire, is keen on cricket, a racing enthusiast and field sportsman. He is a liveryman of the Worshipful Company of Grocers and gained the Freedom of the City of London in 1998. Simon manages a wide range of private client portfolios which include ISAs, SIPPs, trusts and companies.
Simon was named in the PAM Top 40 under 40 leading private client investment managers for three consecutive years, most recently in 2017.
Many viewed November as a month when the rotation from growth to value took hold. James Godrich explains why he doesn’t feel this is relevant.