Michael Simon
Thank you for viewing my profile. I am a Financial Planner with Brewin Dolphin, one of the UK’s largest... | Currie, Scotland, United Kingdom
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Michael Simon’s Emails mi****@br****.co
Michael Simon’s Phone Numbers 44131225****
Social Media
Michael Simon’s Location Currie, Scotland, United Kingdom
Michael Simon’s Expertise Thank you for viewing my profile. I am a Financial Planner with Brewin Dolphin, one of the UK’s largest independently owned Wealth Managers. I enjoy helping my clients throughout Scotland and the United Kingdom by providing a high standard of financial advice; bringing over 30 years of experience and enthusiasm to my clients working hard to ensure their financial needs are met by building meaningful, long term, trusting relationships with my clients by: • Being open minded and taking time to listen and get to know each client • Understanding their goals, wishes and aspirations for the future • Analysing their current position and any threats they may face • Shaping a clear financial plan to help them achieve their ideal lifestyle, regularly reviewing the plan I am passionate about helping my clients in the following areas: • Wealth preservation, Inheritance tax planning and protecting families and loved ones • Retirement planning advice and advice at retirement My clients include: • Solicitors and Accountants • Business Owners Please message me via LinkedIn
Michael Simon’s Current Industry Wealth At Work
Michael
Simon’s Prior Industry
Scottish Widows
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Standard Life
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Prudential Financial Planning
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Brewin Dolphin
|
Wealth At Work
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Work Experience
Wealth At Work
Financial Advisor
Sun Oct 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Brewin Dolphin
Financial Planner & Team Leader
Fri Feb 01 2019 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Nov 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Brewin Dolphin
Financial Planner
Sun Jul 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Nov 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Prudential Financial Planning
Financial Adviser
Wed Mar 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jul 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Standard Life
Paraplanner
Tue Oct 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Mar 01 2017 00:00:00 GMT+0000 (Coordinated Universal Time)
Standard Life
Sales Consultant
Mon Mar 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — Tue Oct 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Scottish Widows
Senior Account Manager
Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Jan 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time)
Scottish Widows
Corporate Pensions Account Manager
Fri Jan 01 1999 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Jan 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time)Skills
Languages
Michael Simon Email Addresses
Michael Simon Phone Number
FAQ About Michael Simon
-
Michael Simon is located at
Currie, Scotland, United Kingdom -
Michael Simon is a
Thank you for viewing my profile. I am a Financial Planner with Brewin Dolphin, one of the UK’s largest independently owned Wealth Managers. I enjoy helping my clients throughout Scotland and the United Kingdom by providing a high standard of financial advice; bringing over 30 years of experience and enthusiasm to my clients working hard to ensure their financial needs are met by building meaningful, long term, trusting relationships with my clients by: • Being open minded and taking time to listen and get to know each client • Understanding their goals, wishes and aspirations for the future • Analysing their current position and any threats they may face • Shaping a clear financial plan to help them achieve their ideal lifestyle, regularly reviewing the plan I am passionate about helping my clients in the following areas: • Wealth preservation, Inheritance tax planning and protecting families and loved ones • Retirement planning advice and advice at retirement My clients include: • Solicitors and Accountants • Business Owners Please message me via LinkedIn Wealth At Work -
Michael Simon currently works in the
Wealth At Work -
Michael Simon specializes in
Thank you for viewing my profile. I am a Financial Planner with Brewin Dolphin, one of the UK’s largest independently owned Wealth Managers. I enjoy helping my clients throughout Scotland and the United Kingdom by providing a high standard of financial advice; bringing over 30 years of experience and enthusiasm to my clients working hard to ensure their financial needs are met by building meaningful, long term, trusting relationships with my clients by: • Being open minded and taking time to listen and get to know each client • Understanding their goals, wishes and aspirations for the future • Analysing their current position and any threats they may face • Shaping a clear financial plan to help them achieve their ideal lifestyle, regularly reviewing the plan I am passionate about helping my clients in the following areas: • Wealth preservation, Inheritance tax planning and protecting families and loved ones • Retirement planning advice and advice at retirement My clients include: • Solicitors and Accountants • Business Owners Please message me via LinkedIn -
Michael Simon speaks the following languages:
No languages available. -
Michael Simon has prior experience in the following industries:
Brewin Dolphin , Brewin Dolphin , Prudential Financial Planning , Standard Life , Standard Life , Scottish Widows , Scottish Widows -
Michael Simon has the following professional experience:
Wealth At Work , Brewin Dolphin , Brewin Dolphin , Prudential Financial Planning , Standard Life , Standard Life , Scottish Widows , Scottish Widows . -
You can view Michael Simon’s
LinkedIn profile at LinkedIn URL. -
Michael Simon’s work email addresses are
[email protected] . -
Michael Simon works at
Wealth At Work
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