Simon Fettroll

Inspirer
DISC Type : id

Founder and Director at Cesta Financial Planning

London, England, United Kingdom

Overview

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.

Personality Overview

Fast Adopter

Decisive

Achievment Oriented

They respond well to objective pitches but also attach some value to relationships.  They measure a product on its merit but can be influenced by strong testimonials. They usually prefer to drive the conversation.

Topics They Care 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.
Client-Centric Value
Emphasizes the importance of Consumer Duty and building a firm focused on delivering demonstrable value and putting client interests first.

Media Appearances

Simon has no verified media appearances

Work History

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

Education

1996 - 1999
2:1 from University of Lancashire

More Information

Social Presence :

Prographics :

Exp : 24 Location : London, England, United Kingdom Job Level : Leadership Designation : Founder and Director at Cesta Financial Planning
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Insights For Selling To Simon

During A Call Or A Meeting

DO's

  • Refer to testimonials from well known people to highlight the value of your product
  • Keep your pitch focused on the impact but insert some anecdotes into it
  • Focus on the big picture and the strategic value of your product

DONT's

  • Don’t keep repeating the same information, it could make them impatient
  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don't be unorganized, be prepared for the pitch

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Simon is

  • Product value plays a big role, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from Simon

  • If they do not firmly believe in you, they will refuse without hesitation.

Insights For Deal Planning

    How fast (or slow) will Simon move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can Simon take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And Simon

Personality Compatibility


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