Simon Marshall

I’m a fully qualified Financial Adviser with experience supporting clients at all stages of life, from those starting out to those planning for or already in retirement. I began my career in Financial Services in 2012 and have always focused on helping clients make informed and confident decisions.

What I enjoy most about financial advice is the opportunity to build long term relationships. I believe that good advice goes beyond products and figures; it’s about truly understanding a client’s goals, values, and what peace of mind looks like for them. Every person’s financial journey is different, and I aim to create plans that reflect that.

My approach is professional but personable, always focusing on what is right for the client. I’m passionate about helping people feel in control of their finances, both now and in the future.