Holistic Financial Planning

Simon offers a holistic financial planning service, covering all areas of financial services, such as pensions, investments, and protection.

I have been an Independent Financial Adviser since 2004 and set up Kingfisher Financial Management 15 years ago, in 2007. Since I started Kingfisher, my aim has always been to provide a personal and tailored service to my clients, ensuring that they are comfortable with their plans and are able to ask any questions concerning their circumstances.

Experienced Financial Planner

I have worked in Financial Services for over 35 years, having worked with HSBC, Prudential and Barclays before becoming an Independent Financial Adviser. My experience at the Prudential was the most interesting. Their concept, the ‘Man from the Pru’ who offers quality service and support, rather than simply selling products, is something that has remained with me throughout my whole career as an adviser.