Simon has been in the finance industry for over 30 years, he joined St. James's Place in December 2024 and started Mardel Financial Planning at the start of 2025. 

Simon's aims and focus areas include:

• Retirement planning 
• Financial education
• Inheritance Tax planning
• Intergenerational planning
• Helping clients to achieve their financial goals by growing and preserving capital
• Ensure your planning is adequately protected
• Build a long term relationship with support
• Awareness of tax efficient allowances 
• Provide clear and understandable advice

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.