Simon Bishop
DipFA MIFS
Simon’s wealth of experience and knowledge has helped individuals, businesses and generations of families achieve their financial goals, giving them the confidence to look forward to their future. He understands that whilst clients may share similar concerns or situations, they all benefit from individually tailored solutions.
About
With over 23 years’ experience in the financial services industry, Simon offers holistic financial planning, focusing on building meaningful, long-lasting relationships with client by providing a high quality, bespoke client service.
Before establishing DWB Wealth Consultancy in 2013, Simon was a Senior Financial Planner for HBOS (Halifax/Bank of Scotland), where he spent 10 years building a highly respected reputation, resulting joining the prestigious St. James's Place.
Simon knows the importance of strong and trusted relationships with his clients', ensuring their aspirations, objectives and the strategies in place match the clients’ circumstances especially during challenging economic times. This personalised approach coupled with his tailored service has allowed Simon to build a client base predominantly through recommendations.
Financial planning works best when a collaborative approach is taken, Simon works alongside your existing professional advisers, solicitors and/or accountants to help you achieve your financial goals and to make sure your needs are fully considered.
Simon provides expert advice in all areas of wealth management, and specialises in:
- Investment Planning
- Personal Retirement Planning
- Business Retirement Planning (Director and employee financial planning)
- Personal and Business Protection
- Inheritance Tax, Trust and Estate Planning
Trusts are not regulated by the Financial Conduct Authority.
Testimonials
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
