Meet our advisers

Simon Stanley

Simon Stanley Website Pic

Simon Stanley APFS BSc (Hons)

Chartered Financial Adviser

About me

I’m an experienced Chartered Financial Adviser having worked in financial services since 2001.

Whether clients are looking to plan retirement, protect their family’s future or discuss investment planning, I am passionate about working with them to provide holistic tailored financial plans for both their present and future financial needs and objectives.

The client is at the heart of everything I do, and I work with honesty and integrity to build trusted relationships with clients and their families, so they can achieve their financial goals.

Outside of work, I enjoy a very active lifestyle with my two young daughters keeping me very busy. When I get some free time, I love going to music gigs and love playing football to keep myself fit.

Location 

The Midlands