Simon joined Killik & Co in April 2018 and is an Associate Planning Director in our Wealth Planning team.
With over 20 years of experience in wealth management, Simon is a Chartered Financial Planner and Fellow of the Personal Finance Society. Simon has extensive experience advising a wide range of clients who are at different stages in their lives. His particular focus is helping clients develop a strategic financial plan to align their finances with their immediate objectives and lifetime goals.
His expertise includes lifetime cashflow planning, tax-efficient investing, pension and retirement planning, inheritance tax and estate planning, and financial protection.
Mayfair branch
46 Grosvenor Street
Mayfair
London
W1K 3HN
Nearest Tube: Bond Street
Sign up to our newsletter
Sign up to receive the latest news from Killik & Co, including our Market Update and Killik Explains educational videos, and be one of the first to hear about upcoming events and webinars. You can unsubscribe at any time and learn how we use your data in our Privacy Policy.