Who We Are

Simon Searl

Simon Searl

Senior Financial Consultant

Financial Planning Certificate Parts 1, 2 & 3
CeMAP –  Certificate in Mortgage Advice and Practice
CF9 – Pension Simplification
CF2 –  Investment and Risk
CF7 –  Lifetime Mortgage Activities
CF8 –  Long Term Care Insurance
R03 –  Personal Tax

Simon has been a financial consultant for over 22 years, and now specialises in investment and pension planning.  He has experience with helping clients with their financial situation during divorce, working alongside their solicitor.

Simon is married with two children. In his free time he enjoys water polo, wild swimming, cycling and surfing. He is a volunteer for Horizons Sailing Charity in Plymouth, which helps children to sail. 



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.

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