Position: Financial Adviser | Managing Director
Tel: 01603 759 784
Simon started his career in financial services in 1997. Having joined Hulbert West in 2000, he became a partner in 2003. In October 2008 he took over as Managing Director and majority owner.
Simon is focused on putting Hulbert West at the forefront of financial advice in Norfolk. His role is devoted to ensuring we deliver the most trusted and expert advice, whilst embracing the industry's significant regulatory changes.
Simon has developed his financial skills through study and lengthy experience. He has concentrated on professional development and obtained his CII Diploma in Financial Planning ,including advanced qualifications in taxation, trusts and occupational pensions.
Simon lives in Hingham with his family and is a black belt in Karate.
CII Diploma in Financial Planning
CII Advanced Financial Planning Certificate
CII G60 Advanced Pension Qualification
Institute of Financial Services Certificate in Mortgage Advice and Practice
BSc (Hons) Environmental Biology
Money Laundering Reporting Officer
Pension Transfer Specialist