Simon HollinWealth Management Partner

I have always had total confidence in Simon's advice and guidance. Always clear and delivered with integrity and great knowledge.

  • 40% Dad
  • 20% Chauffeur
  • 15% Chef and Sommelier
  • 15% Franz Klammer
  • 10% Chris Froome

ProfessionalExpertise

  • Chartered Financial Planner
  • Associate of the Personal Finance Society
  • Over 25 years experience in pension, investments and protection

For over 20 years, I have been involved in the development and growth of the financial services arm of the firm.

My work involves providing clients with tailor-made and objective independent financial advice and I work closely with them to produce personal investment strategies based on their requirements.

I also provide advice on investments which aims to minimise inheritance tax and helps individuals effectively plan for their retirement.

 

Simon’s areas of specialism;

Private Client Wealth Management

An award winning team

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COVID-19In line with government guidance we’re delighted to be welcoming back clients, business partners and the Shorts team to our offices from 19th July 2021. We want to make sure that all visitors feel comfortable during their visit, please let us know if there is anything you would like us to put in place prior to your visit. We’ll still be following best practice and will have all hygiene requirements covered.