Brooks Financial Planning Ltd
Senior Partner Practice of St. James's Place Wealth Management
Originally from Sheffield, but having lived in Cornwall for a number of years, Simon joined Brooks Financial Planning Ltd in January 2020 as a Paraplanner.
Simon has previous experience working as a paraplanner within the Financial Services industry and holds the Diploma in Financial Planning alongside other supporting qualifications. Simon provides technical support to our Financial Advisers, ensuring the suitability of advice, researching all the relevant information, writing recommendation letters to our clients and coordinating any resulting applications.
In his spare time, Simon enjoys cooking, gaming and spending time with his young family.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Brooks Financial Planning Ltd is registered in England and Wales, Number 11698410. Registered Office: Arghans House Greencourt, Threemilestone Business Park, Truro, Cornwall, TR4 9LF.