Simon Sherlock Dip CII, Cert CII(MP)
Simon has previously worked for HSBC for 28 years in and around the Mayfair, London area. The last 18 years Simon was specifically involved in Wealth Management. Simon was providing financial advice to a wide range of high net worth personal and private clients from many parts of the world.
Simon has always enjoyed meeting and building strong relationships with clients, before providing bespoke financial advice across a broad range of financial areas. This enabled Simon to undertake full holistic financial reviews and really understand the clients’ needs.
Simon has seen the financial plans deliver the clients goals created and continued to also help steer the clients along their new financial paths.
Want Can We Offer
We provide our clients with a wide range of financial services. For further information about how Simon can help meet your financial requirements, see below.
