Simon Wong

Wealth Planner

Tel: 020 3207 3626

Joined JM Finn: 2016

Biography

Simon joined JM Finn as a Wealth Planner in November 2016, after 7 years with Chase de Vere, a national firm of Independent Financial Advisers. He has over 20 years of experience providing financial advice to clients including business owners, company directors and trustees. Simon's expertise includes retirement planning, tax planning and wealth preservation. He is a Chartered Financial Planner and is a Fellow of the Personal Finance Society. Simon is an alumnus of the University of Sheffield with a BSc (Hons) and an MPhil in Physics. He is a keen runner and has completed a number of road and trail marathons. His past sporting pursuits also include playing badminton, squash, tennis and canoeing. Simon has twice paddled the 22 miles of the Thames River in London's Great River Race. He lives in Kingston upon Thames, with his wife and daughter.

Simon Wong is based in our London office

JM Finn
4 Coleman Street
London
EC2R 5TA

Articles by Simon Wong

If you are planning for later life, you may be considering what will happen to your spouse or civil partner (partner) and children or other beneficiaries on death. You may be concerned that your…

Any aspiring parent wishing to send their children to private school will be fully aware of the huge cost to do so, with the average annual cost of a private day school at around £14,000 rising to…

Child Benefit and Personal Allowance The two common strategies to ‘adjust’ income downwards include pension contributions and gift aid payments. This adjusted net income can mean no High Income Child…