Simon Fettroll in

Simon Fettroll

Inspirer · DISC type id
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

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.

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.
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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)

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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