Simon joined JM Finn as a Wealth Planner in 2016 from Chase de Vere, a National firm of Independent Financial Advisers. He has over 25 years of experience providing financial advice to a wide range of clients, including business owners, company directors and trustees. His expertise includes retirement planning, tax planning and wealth preservation, and he is a Pension Transfer Specialist within the firm.
Simon is a Chartered Financial Planner and a Fellow of the Personal Finance Society. He is an affiliate member of STEP (Society of Trusts and Estate Practitioners), and holds a STEP Certificate for Trusts and Estate Planning. Simon is an alumnus of the University of Sheffield with a BSc (Hons) and an MPhil in Physics.
Simon enjoys running and outdoor activities, and has completed a number of marathons and ultra marathons (including a 100k from London to Brighton for Macmillan Cancer Support). He has also twice paddled 22 miles of the Thames River in London's Great River Race. He lives in South West London with his wife, teenage daughter and two cats
When retirement looms, we all wish for the reassurance and security that we will have enough money saved to sustain us for the rest of our lives. Nevertheless, time is uncertain and, if you’ll forgive…
It's never too early to start estate planning so you can leave more to those you love. Simon Wong provides clarity on some common pitfalls that you might be unaware of.
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…