Simon Wong

Senior Wealth Planner

Tel: 020 7600 1660

Joined JM Finn: 2016


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

Simon Wong is based in our London office

JM Finn
25 Copthall Avenue

Articles by Simon Wong