Partner Practice of St. James's Place Wealth Management
Simon has worked in the financial services industry since 1996.
Simon worked for Andrew Davies Wealth Management until joining HawkinsThomas Wealth Management in 2017. He has worked in various roles within the industry including Financial Adviser, Office Management and Paraplanning.
He is an active person enjoying walking, cycling, running and swimming taking part in many triathlons in recent years and striving to compete in more endurance events.
Since joining St. James’s Place in 2007 as a member of Andrew Davies Wealth Management, Simon has taken part in numerous fundraising events from sky diving, Dartmoor Ten Tors Challenges, Wales Velothon cycling events, Taff Trail challenges and more recently triathlons raising in the region of £75,000 for charities.
His family are extremely important to him. He lives in in their family home that they built in 1996 with his wife Janet and son Aaron. He is a keen cook, regularly providing family and friends with freshly baked breads and is always keen to help and support people in need – hence all the fundraising activities completed.
In November 2018, Simon won a Welsh Blood Service award for donating over 200 units of blood/platelets.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
HawkinsThomas Wealth Management is a trading name of HawkinsThomas Ltd. HawkinsThomas Ltd is registered in England and Wales, Number 09355910. Registered Office: 8 Deryn Court, Wharfedale Road, Cardiff, CF23 7HA.