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Simon Maher

Independent Financial Adviser

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

North West

Covers

Southport, Merseyside, Lancashire

Simon Maher

Independent Financial Adviser

I have been working in the financial services industry for over 30 years holding various positions in that time and providing financial advice to my clients since early 2000.

I have considerable experience in all areas of financial planning including wealth, retirement, and protection advice. I also specialise in corporate financial planning supporting businesses with their employee benefit needs as well as providing advice and guidance to the employee.

I like to establish a close and honest working relationship with both my corporate and individual clients to fully understand their needs and objectives so that I can find the right solution to meet their requirements both now and for the long term.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

North West

Covers

Southport, Merseyside, Lancashire

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