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Peter Simons Email & Phone Number
Partner Practice
at
St. James's Place Wealth Management
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✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Role
Partner Practice
Location
West Bridgford, England, United Kingdom
Company size
Who is Peter Simons? Overview
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Quick answer
Peter Simons is listed as Partner Practice at St. James's Place Wealth Management, a company with 32 employees, based in West Bridgford, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Peter Simons.
Peter Simons previously worked as Lloyds Wealth Management at Lloyds Banking Group and BOSIS Financial Services at Bosis Financial Services At Bank Of Scotland Investment Service. Peter Simons studied at Nottingham Bluecoat C Of E Grammar School.
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Email format at St. James's Place Wealth Management
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St. James's Place Wealth Management
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Profile bio
About Peter Simons
As an experienced Chartered Financial Planner, I provide a wide range of wealth management services and solutions to individuals and companies around the UK. My emphasis is on maintaining and continually developing long-term professional relationships with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.The Partner/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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives
Listed skills include Wealth Management, Managing High Net Worth Clients, Strategic Financial Planning, Inheritance Tax Planning, and 45 others.
Current workplace
Peter Simons's current company
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St. James'S Place Wealth Management
Employees
32
AeroLeads page
6 roles · 28 years
Peter Simons work experience
A career timeline built from the work history available for this profile.
Partner Practice
CurrentHaving worked in wealth management since 2005 and within the financial services industry since 1998 I feel that my experience in the identification of and implementation of relevant solutions is well placed. As a Partner Practice at St. James's Place Wealth Management, I provide a wide range of wealth management services and solutions to individuals and.
May 2012 - Present
Lloyds Wealth Management
Wealth Management Adviser - dealing with high value clients giving professional advice around all aspects of financial planning
Mar 2010 - Mar 2012
Bosis Financial Services
Dealing with the inheritance tax issues of clients and offering professional advice with regards to this and pension planning
Jan 2009 - Jan 2010
Private Client Manager
2000 - 2004
~4 yrs
Financial Adviser
1998 - 2004
~6 yrs
2 education records
Peter Simons education
Education record
Nottingham Bluecoat C Of E Grammar School
Education record
Haydn Road
FAQ
Frequently asked questions about Peter Simons
Quick answers generated from the profile data available on this page.
What company does Peter Simons work for?
Peter Simons works for St. James's Place Wealth Management.
What is Peter Simons's role at St. James's Place Wealth Management?
Peter Simons is listed as Partner Practice at St. James's Place Wealth Management.
Where is Peter Simons based?
Peter Simons is based in West Bridgford, England, United Kingdom while working with St. James's Place Wealth Management.
What companies has Peter Simons worked for?
Peter Simons has worked for St. James'S Place Wealth Management, Lloyds Banking Group, Bosis Financial Services At Bank Of Scotland Investment Service, and Barclays Wealth And Investment Management.
How can I contact Peter Simons?
You can use AeroLeads to view verified contact signals for Peter Simons at St. James's Place Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Peter Simons attend?
Peter Simons studied at Nottingham Bluecoat C Of E Grammar School.
What skills is Peter Simons known for?
Peter Simons is listed with skills including Wealth Management, Managing High Net Worth Clients, Strategic Financial Planning, Inheritance Tax Planning, Estate Tax Planning, Investment Management, Retirement Planning, and Long Term Care Advice.
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