Job Title
Independent Chartered Financial Planner

Office
Haslingden

Telephone
01706 233431

Legal Specialisms
Estate and Legacy Planning
Financial Advice for Business Owners and Trustees
Investment Planning
Protection Planning
Retirement Planning

Simon joined WHN’s wealth management team in February 2025, having previously worked as a self-employed consultant providing independent financial advice.

As an independent chartered financial planner at our firm, Simon’s role is to assist both our private and business clients in achieving their personal goals by developing personal financial plans.

His advice covers a range of areas including pensions and retirement planning, investments, business and personal protection, estate and legacy planning and cashflow forecasting.

Simon offers a holistic approach to develop these plans, as he believes all aspects of financial planning areas should be taken into consideration when developing a clients’ financial plan.

Having gained an honours degree in mathematics from the University of Birmingham, prior to entering the financial planning sector, Simon worked in the energy, oil and gas sector as a commodities trader dealing mainly in gas and power.

Simon is a member if the Chartered Insurance Institute (CII) and Personal Finance Society (PFS). He is also Chartered and pension transfer specialist.