Meet our advisers

Simon Holdsworth

Simon Holdworth Profile

Simon Holdsworth DipPFS

Independent Financial Adviser

About me

My relationship with clients is based on regular discussions and open communication backed by technical expertise. As an adviser, my job is to give you clear solutions to complex situations.

I have more than 30 years of experience in financial services, and before becoming a financial adviser in 2002, I was a fund manager. I have lived and worked in London, Japan, Malaysia and India, where I worked for JPMorgan.


South West England