Simon Moran

Chartered Financial Planner

Simon is a Chartered Financial Planner and Fellow of the Personal Finance Society, with extensive experience gained across local and national financial advice firms and some of the UK’s leading pension and insurance providers.

 

He advises on all areas of financial planning, with particular expertise in pensions and retirement planning. Simon also makes extensive use of cashflow modelling to help make informed decisions about their future.

 

Simon is a strong believer in genuinely independent financial advice and the value of recommendations shaped around each client’s individual circumstances and aspirations. His approach is relaxed, straightforward and personal. He takes pride in making complicated financial matters easier to understand and giving clients the clarity and confidence to make important decisions.

 

Above all, Simon enjoys getting to know his clients, understanding what really matters to them and building long-term relationships that allow their financial plans to evolve as their lives change.

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Outside of work, Simon enjoys walking his two rescue dogs, spending time at the beach, and camping trips with his two teenage sons. Married with a young family, he appreciates the balance between a fulfilling career and life away from the office.

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Book a free, no-obligation initial consultation with Simon