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 the most recent Government announcements, both of our offices still remain closed to clients and all but a few essential members of our team. Over the coming weeks, our phased transition will see members of our team returning to the office, where we have made a number of changes to ensure a safe working environment. All of our team can still be contacted by clients, whether working from home or in the office. If you would like to speak to one of them, please contact them via their direct email or mobile number. Calls to our office reception numbers will be answered, and a message passed on, for your call to be returned.