Simon previously spent 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 has attained Fellowship of the Personal Finance Society.
Anna Murdock, Head of Wealth Planning at JM Finn & Co commented: ‘’We Welcome Simon to the team and are delighted that someone with his experience has chosen to join JM Finn & Co’’
12 December 2016
JM Finn & Co Hires Wealth Planner
Simon Wong has joined JM Finn & Co as a Wealth Planner.
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