Simon started his career in the Financial Services industry some 20 years ago, joining one of the larger well known insurance companies, Clerical Medical. Simon progressed through various roles until he left in 2006 to pursue a business to business role at Scottish Equitable (now Aegon), working with Independent Adviser firms across the South West. This role lead Simon to specialise in low risk investment and pension solutions targeted for the retirement market, subsequently working at MetLife and ultimately as a Regional Specialist for the South West back at Aegon.
Simon joined Fraser Heath in early 2017 having already forged a relationship with the Directors and consultants through his roles with MetLife and Aegon over the years and brings with him a wealth of experience and knowledge, especially in the retirement and secure income markets.
Outside of work Simon enjoys spending time away in his campervan with his wife and daughter, and enjoys swimming, surfing, snowboarding and mountain biking.