Our people

Simon Wong

Simon
Wong

Senior Wealth Planner
simon.wong@jmfinn.com
Joined JM Finn in
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.

Insights by Simon

mother and child

School fee planning

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…

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