Expertise
- Income Protection
- Pension Transfers
- Investment
- ISA's
- Pensions
- family protection
- investment planning
- cashflow modelling
- Private Medical Insurance
- Estate planning
- Inheritance Tax Planning
- Business Protection Insurance
- Company Pension Schemes
Summary
I help people build clear, confident financial plans that support the life they want to live, now and in the future.
Financial planning isn’t a one-off event. Life changes, priorities evolve, and your finances need to adapt alongside them. My role is to help you make sense of the options, put the right plans in place, and help stay on track as your circumstances change.
I work with individuals and families who want straightforward, jargon-free advice and a plan they can genuinely understand. Whether you’re looking to build wealth, plan for retirement, protect your family, or simply feel more in control of your finances, I focus on practical solutions tailored to real lives.
I can help you to:
► Build an investment strategy aligned to your goals and risk comfort
► Plan effectively for retirement
► Put appropriate, tax-efficient strategies in place
► Protect what matters most through thoughtful protection planning
My approach is built on trust, clarity and long-term relationships. I take the time to understand what’s truly important to you, explain things in plain English, and support you at a pace that feels right, especially when financial decisions feel overwhelming or unfamiliar.
If you’d like to explore how financial planning could support you, feel free to get in touch and we can arrange an informal chat.
Experience
-
Simone Wealth Management Ltd.
Director/Financial Adviser
- Current
Education History
-
Finance & Investment
University of Exeter
2020 - 2021
Qualifications
DipPFS
MSc Finance & Investment
BSc Economics
