Simon has over 25 years of experience as an Independent Financial Advisor. Having been a Partner of MHA Carpenter Box and Managing Director of Coole Bevis Wealth Management since its inception in 2010, he now acts as a Consultant advising clients in respect of all areas of financial planning.
Whilst Simon advises clients in respect of all areas of financial planning, he primarily focuses on the provision of investment, retirement and tax planning advice to individuals wishing to mitigate income, capital gains and inheritance taxes.
Outside the office
Simon is a keen photographer and spends time when possible developing his skills. He is also a determined DIY enthusiast and is currently working on what seem like never ending projects at home and in his garden!
The Financial Conduct Authority does not regulate taxation and trust advice.