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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Spring office closuresPlease be aware, our offices will be closed on Good Friday (15th April) and Easter Monday (18th April). We will also be closing at 11.30am on Friday 29th April whilst our team attend the COVID rescheduled 2021 Christmas Party.