David Simons

David has been providing financial advice to clients since 1999 and specialises in investments, inflation, pre and post retirement planning, protection and tax planning requirements.

David provides personalised, face-to-face advice and takes time to ensure that clients fully understand their options, the advice being provided and how this meets their requirements. He continues to work with clients throughout their lives and through regular reviews, ensures plans remain relevant and structured around their financial goals.

You can get in touch with David at our offices in Grantham. Our network of advisers across the UK means that if you’re looking for local financial advice, we can help. We specialise in all areas of financial planning for both corporate and individual clients all over the UK.