... Simon Pettitt ... in

... Simon Pettitt ...

Examiner · DISC type cs
Independent Financial Adviser at JEM Financial Planning Limited
📍 Stratford-Upon-Avon, England, United Kingdom

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
32 Years
Current Role
Independent Financial Adviser
Job Level
Senior
Location
Stratford-Upon-Avon, England, United Kingdom
Personality Overview

How ... shows up

Overcautious
Late Adopter
Tough To Convince

The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Priorities

Topics ... cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2019
Independent Financial Adviser
JEM Financial Planning Limited
4-2019
Debt capital markets (DCM)
Bluewater Capital
2012 - 2014
Director, Head of Fixed Income
Westhouse Securities Limited
2007 - 2011
Managing Director
Heritage Capital Group, part of the Geneva-based Swiss private bank Banque Heritage
1-2003
Consultant
DBB Consulting Ltd
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1981 - 1984
BSc
Imperial College London
1991 - 1992
MBA
Cass Business School
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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