Simon Bishop is an experienced Financial Planner Wealth Adviser with over 25 years in the financial services industry, helping individuals, families, business owners and professionals build, protect and preserve their wealth. As the founder of DWB Wealth Consultancy, established in 2013, Simon provides comprehensive financial planning and wealth management services to clients across the UK. Based in South Yorkshire and working closely with the team at DWB Wealth Consultancy in Wetherby, West Yorkshire, Simon supports clients nationwide through personalised, long-term financial planning strategies designed around their unique circumstances, goals and aspirations.

Throughout his career, Simon has developed a reputation for delivering trusted advice and exceptional client service. Prior to founding DWB Wealth Consultancy, he spent 10 years as a Senior Financial Planner with HBOS (Halifax Bank of Scotland), where he built a highly respected client portfolio before joining the prestigious St. James's Place Partnership.

Simon believes that successful financial planning is built on strong relationships, clear communication and a deep understanding of each client's personal and financial objectives. His collaborative approach ensures clients receive tailored advice that evolves alongside changing life circumstances, family priorities and economic conditions.

 Simon provides expert advice across all areas of wealth management and financial planning, including:

• Investment Planning and Portfolio Management

• Retirement Planning and Pension Advice

• Personal Retirement Planning

• Business Retirement Planning for Company Directors and Employees

• Personal and Business Protection

• Inheritance Tax Planning

• Estate Planning and Wealth Preservation

• Trust Planning*

• Intergenerational Wealth Planning

• Financial Planning for Business Owners and Entrepreneurs

 

A recognised specialist in aviation financial planning, Simon works with airline professionals across the UK, including pilots, cabin crew, ground staff and retired airline employees from leading airlines such as British Airways, Virgin Atlantic, easyJet, Jet2 and Qantas. Drawing on extensive experience within the sector, he provides tailored advice on pension planning, retirement strategies, investment management and wealth preservation, helping clients make informed financial decisions throughout their careers and into retirement. 

In addition to aviation professionals, Simon works extensively with company directors, business owners, medical professionals, healthcare practitioners and sports professionals, providing specialist financial advice tailored to the unique challenges and opportunities within their professions. 

Simon works closely with clients' existing accountants, solicitors and other professional advisers to ensure every aspect of their financial affairs is aligned and managed effectively. His commitment to delivering personalised, high-quality financial advice has resulted in a client base built predominantly through long-standing recommendations. 

Whether helping clients accumulate wealth, prepare for retirement, protect their families, minimise inheritance tax liabilities or create a lasting financial legacy, Simon's focus remains the same: providing clear, practical and bespoke financial planning that gives clients confidence in their financial future. 

Outside of work, Simon enjoys spending time with his family and his dog, Fudge, watching rugby and Formula 1, and travelling to the United States with his family to visit friends. 

*Trusts are not regulated by the Financial Conduct Authority.