Simon Austin FPFS in

Simon Austin FPFS

Observer · DISC type ic
Director/Chartered Financial Planner at Westward Financial Management
📍 Exeter, England, United Kingdom

Simon is the Director and a Chartered Financial Planner at Westward Financial Management. A Fellow of the PFS with over 25 years of experience, he specializes in pre and post-retirement planning, wealth management, and estate planning. His firm is also active in the acquisition of other financial practices in the South West.

Outside of work, Simon has a passion for classic cars and motorbikes. He also leads an active lifestyle, enjoying running and cycling to keep fit.

He is a Fellow of the Personal Finance Society (FPFS), the highest designation awarded by the PFS and a prestigious industry achievement.

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Experience
24 Years
Current Role
Director/Chartered Financial Planner
Location
Exeter, England, United Kingdom
Personality Overview

How Simon shows up

Example Seeker
Assertive
Value Driven

They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They are generally good communicators and can be hard to convince. They often ask many questions and rely heavily on information and documentation.

Priorities

Topics Simon cares about

Retirement Planning
A primary area of his professional expertise, focusing on clients' pre and post-retirement financial strategies.
Wealth Management
Manages client wealth, focusing on growth and preservation as a core part of his advisory services.
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Career

Work history

2015
Director/Chartered Financial Planner
Westward Financial Management
2002
Chartered Financial Planner
Simon Austin
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1992 - 1999
BSc & MSc
University Degrees
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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