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.