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Expertise in

Corporate Financial Planning

Estate Planning

Financial Protection

Investment Management

Mortgage Advice

Retirement Planning

Locations

Based in

West Midlands

Covers

Staffordshire

Simon Burchell

Independent Financial Adviser

I have worked in financial services since 2008 and have built great experience advising clients on many different areas of financial planning. I enjoy getting to know my clients, understanding their needs and objectives, and putting holistic plans in place to help them achieve their goals.

My clients value my knowledge and the ability to make complex financial solutions easy to understand. I also work with businesses of all sizes, helping them implement employee benefit propositions, and maximise and protect the value of their business to allow the owners to plan for their own retirement.

Outside of work I have two young sons and coach both of their football teams, whilst also managing to play veterans football myself!

Expertise in

Corporate Financial Planning

Estate Planning

Financial Protection

Investment Management

Mortgage Advice

Retirement Planning

Locations

Based in

West Midlands

Covers

Staffordshire

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