Simon Dobson

Simon Dobson Email and Phone Number

Business Development Executive @ Money Penny Wealth
United Kingdom
Simon Dobson's Location
Newcastle Upon Tyne, England, United Kingdom, United Kingdom
Simon Dobson's Contact Details

Simon Dobson work email

Simon Dobson personal email

n/a
About Simon Dobson

Specialties: I work in the Investment and Pensions Team in the Private Wealth Department of a long established firm of solicitors. My speciality is looking after people's money and investments, including those in their pension schemes but I usually end up helping families with their wider legal and tax affairs, although I should point out, I am neither a solicitor nor an accountant. Womble Bond Dickinson Wealth Limited is authorised and regulated by the Financial Conduct Authority.

Simon Dobson's Current Company Details
Money Penny Wealth

Money Penny Wealth

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Business Development Executive
United Kingdom
Simon Dobson Work Experience Details
  • Money Penny Wealth
    Business Development Executive
    Money Penny Wealth
    United Kingdom
  • Womble Bond Dickinson Wealth Limited
    Wealth Adviser
    Womble Bond Dickinson Wealth Limited Jun 1999 - Present
    Newcastle Upon Tyne, United Kingdom
  • Durham Cathedral Schools Foundation
    Governor
    Durham Cathedral Schools Foundation Dec 2017 - Present
    Trustee of Charitable Trust with responsibilities towards Burkitt Scholarship and Finance and General Purposes Committee
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  • Bond Dickinson Wealth Limited
    Wealth Advisor
    Bond Dickinson Wealth Limited Jun 1999 - Present
    Newcastle Upon Tyne, United Kingdom
    Wealth Management
  • Tyne Amateur Rowing Club
    Trustee
    Tyne Amateur Rowing Club Nov 2016 - Present
    Newburn, Newcastle Upon Tyne
    Representing members' rights
  • Tyne Amateur Rowing Club
    Chairman
    Tyne Amateur Rowing Club Nov 2011 - Nov 2016
    Newburn, Newcastle Upon Tyne
    Responsible for the strategic development of the club and representing members'​ rights. Chaired the club as it adopted charitable status. Chaired the club as it employed member legacy and funds raised to construct £1 million boathouse. Stood down from Chair after five years of office.
  • University Of Newcastle Upon Tyne Development Trust
    Board Trustee
    University Of Newcastle Upon Tyne Development Trust Jun 2017 - Jun 2020
    Newcastle Upon Tyne
    Member of the board of trustees sitting on Investment Sub Committee. Governance of trust objectives and Charity Commission aims.
  • Arthur Andersen
    Analyst
    Arthur Andersen 1997 - 1999
    Private Client Services - Investment related.
  • 1 Para
    Platoon Commander
    1 Para 1984 - 1987

Simon Dobson Skills

Trusts Investments Inheritance Tax Planning Trust Management Pensions Wealth Management Business Strategy Wealth Management Tax Mergers And Acquisitions High Net Worth Individuals Finance Asset Management Crm Due Diligence Strategic Financial Planning Financial Services Wealth Management Services Restructuring Alternative Investments Investment Management Bonds Financial Advisory Investment Advisory Funding

Simon Dobson Education Details

Frequently Asked Questions about Simon Dobson

What company does Simon Dobson work for?

Simon Dobson works for Money Penny Wealth

What is Simon Dobson's role at the current company?

Simon Dobson's current role is Business Development Executive.

What is Simon Dobson's email address?

Simon Dobson's email address is si****@****ees.com

What schools did Simon Dobson attend?

Simon Dobson attended Royal Military Academy, Durham School.

What skills is Simon Dobson known for?

Simon Dobson has skills like Trusts, Investments, Inheritance Tax Planning, Trust Management, Pensions, Wealth Management, Business Strategy, Wealth, Management, Tax, Mergers And Acquisitions, High Net Worth Individuals.

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