Meet the Team
Meet the Team
Everyone's needs and objectives are unique. This is why our belief in tailor-made, personal service lies at the heart of the Simpson Bowers Wealth Management approach.
Our experienced advisers have been helping clients navigate complex financial markets for many years and our business has evolved primarily through client recommendations.
We cover the whole financial services market. Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy we have the expertise to provide the answer.
DipPFS Cert CII (Life & Pensions)
I started in the financial services industry with Britannic Assurance plc in 1982. I had a range of positions throughout the company from Agent through to Branch Manager, responsible for a large team of Advisers and Managers.
In March 2001, I became an Independent Financial Adviser and was director of a limited company based in Harrow. In May 2004, Simpson Bowers Wealth Management was established as a successful partnership in High Barnet. Together, Ian and I have established and grown the company and we now have a strong and loyal client base all over London and the South East.
I first started in the financial services industry in 1996 after leaving University. I spent 5 years with Britannic Assurance where I qualified as a financial adviser passing all the relevant industry qualifications.
I left Britannic to become an Independent Financial Adviser in 2001 where I built up a large client base. Within 2 years, myself along with my current business partner, Gary, established Simpson Bowers Wealth Management which has now been running since 2004. We continue to grow our practice by offering honest and practical advice to individuals and companies across London and the South East.
I have been working in The Financial Services Sector since 2003. In 2014 I joined Simpson Bowers Wealth Management as an Independent Mortgage and Mortgage Protection Adviser, advising and assisting clients with all of their Mortgage requirements. I provide advice for my clients on mortgages and protection having researched the whole of market to recommend the most competitive products based on their circumstances. (removal of double full stop) Always a Professional, Friendly service where clients are put first and deliver their best possible outcomes.
I have been part of the Simpson Bowers team since March 2015. With over 15 years’ experience in the accounting and property industries it seemed a natural progression to qualify as a Mortgage and Protection Adviser.
I am able to assist clients with advice and arrangement of both residential and Buy to Let Mortgages, protection and general insurance. Whether clients are taking their first step on the property ladder or looking to move home or build a portfolio, it is important to make the right decision in choosing the right product according to your circumstances.
I have over 20 year’s administrative experience in financial services and was appointed as Office Manager in 2015. I implemented a wide variety of systems with my team and oversee the administration of the office to support the clients and advisers.
I started my career in the financial services industry when I joined Simpson Bowers in January 2018; 18 months after graduating from university with a first class degree. I am currently studying for my Certificate in Mortgage Advice and Practice (CeMAP), with the aim of completing this in 2020.
I support the financial advisers in all aspects of the application process and endeavour to provide our clients with the best service possible.