Simon Fettroll in

Simon Fettroll

Login to view DISC.
Founder and Director at Cesta Financial Planning
📍 London, England, United Kingdom

Simon Fettroll is a Director and Financial Planner with over 22 years of experience. He recently co-founded Cesta Financial Planning, aiming to create a modern and client-focused firm. He specializes in advising business owners and media professionals and holds a Dip PFS certification. Colleagues and clients describe him as knowledgeable, professional, and efficient.

Serves as an expert witness in financial services High Court regulatory cases.

Read the full overview →
Experience
24 Years
Current Role
Founder and Director
Job Level
Leadership
Location
London, England, United Kingdom
Personality Overview

How Simon shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Simon cares about

Entrepreneurial Resilience
After a management buyout fell through, he immediately co-founded his own firm, Cesta Financial Planning, demonstrating significant resilience and a commitment to his vision.
Modernizing Advice
He has expressed a desire to create a "fresh and different" firm that represents the "modern future" of the financial advice industry, moving beyond traditional models.
+4 more topics Login to view topics
Career

Work history

3-2025
Founder and Director
Cesta Financial Planning
7-2022 - 3-2025
Director
Templar Financial Planning Limited
8-2017 - 7-2022
Director
Cartlidge Morland
5-2012 - 7-2022
Senior Consultant
Cartlidge Morland
9-2010 - 1-2012
Partner
Foster Denovo
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1996 - 1999
2:1
University of Lancashire
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Simon. Free, 10 seconds.