Simon HollinWealth Management Partner

I have always had total confidence in Simon's advice and guidance. Always clear and delivered with integrity and great knowledge.

  • 40% Dad
  • 20% Chauffeur
  • 15% Chef and Sommelier
  • 15% Franz Klammer
  • 10% Chris Froome

ProfessionalExpertise

  • Chartered Financial Planner
  • Associate of the Personal Finance Society
  • Over 25 years experience in pension, investments and protection

For over 20 years, I have been involved in the development and growth of the financial services arm of the firm.

My work involves providing clients with tailor-made and objective independent financial advice and I work closely with them to produce personal investment strategies based on their requirements.

I also provide advice on investments which aims to minimise inheritance tax and helps individuals effectively plan for their retirement.

The team you can trust

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COVID-19 - BUSINESS AS USUAL (WELL ALMOST!)The need for good financial advice has not gone away and we have worked hard to ensure that we can continue to provide advice during this challenging period. Indeed, rarely has the need for investment and retirement advice been more important in such turbulent economic circumstances. Whilst we adapted our approach due to the current restrictions, our team members are now back in the office. We continue to provide the usual high standards of service to our existing clients – as well as welcoming new enquiries. If you are looking for financial advice please use the “contact” link on our website or telephone 01246 559955 or email simon@shorts.uk.com