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.
Read the full overview →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.
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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