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 →Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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