Who We Are

Simon Grimwood

Simon Grimwood

Private Client Manager

Qualifications
Financial Planning Certificate (CII)
Financial Protection (CII, RO5)
Diploma in Regulated Financial Planning (Level 4)

Specialisations
Simon joined Chetwood Wealth Management in 2009. He brings over 20 years experience having worked in various technical and advisory roles with a number of high profile firms. In his current role as a Private Client Manager, Simon specialises in providing detailed technical research and personalised financial planning, always endeavouring to provide creative and tailored solutions to meet each clients unique needs.

Interests 
At the weekend, Simon loves nothing more than exploring the wilds of Exmoor and the North Devon coast with his family.

   

Committed Service

Our commitment to our clients is as strong as ever. We work hard to deliver a high level of service that our clients can value, understand and have utmost confidence in.

©2011 Chetwood Wealth Management, all rights reserved. Terms of Use | Privacy Policy | Site Map