Simon Aspinall

Simon Aspinall Email and Phone Number

Chartered Senior Paraplanner at Brooks Financial Planning Ltd @ Brooks Financial Planning Ltd
truro, cornwall, united kingdom
Simon Aspinall's Location
Camelford, England, United Kingdom, United Kingdom
About Simon Aspinall

Currently working as a Senior Paraplanner within Brooks Financial Planning (senior partner of St. James's Place), I have over 10 years of experience within the Financial Services sector.I am currently responsible for overseeing the paraplanning output of the company, looking after 6 advisers and c. 1000 clients as well as training and mentoring other members of the team.I bring a wide range of financial knowledge to the team and handle the more complex cases, which may involve providing compliant reports for more complex investment and pension planning areas, Inheritance Tax planning and Income Tax planning, such as investment within the VCT space.

Simon Aspinall's Current Company Details
Brooks Financial Planning Ltd

Brooks Financial Planning Ltd

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Chartered Senior Paraplanner at Brooks Financial Planning Ltd
truro, cornwall, united kingdom
Employees:
5
Simon Aspinall Work Experience Details
  • Brooks Financial Planning Ltd
    Chartered Senior Paraplanner
    Brooks Financial Planning Ltd Jan 2020 - Present
    Truro, England, United Kingdom
  • Charles Derby Financial Services
    Financial Advisor (Training)
    Charles Derby Financial Services Jul 2013 - Jan 2014
  • Davisons Financial Management Limited
    Paraplanner
    Davisons Financial Management Limited May 2012 - Mar 2013
    South Molton
  • Philip J Milton & Company Plc
    Paraplanner
    Philip J Milton & Company Plc Apr 2007 - Sep 2011
    Barnstaple

Simon Aspinall Education Details

Frequently Asked Questions about Simon Aspinall

What company does Simon Aspinall work for?

Simon Aspinall works for Brooks Financial Planning Ltd

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

Simon Aspinall's current role is Chartered Senior Paraplanner at Brooks Financial Planning Ltd.

What schools did Simon Aspinall attend?

Simon Aspinall attended Self-Educated, The Open University, The University Of Sheffield.

Who are Simon Aspinall's colleagues?

Simon Aspinall's colleagues are Carolyn Amy-Brooks Aicb, Rik Lansen Dippfs, Natasha Kneebone, Edward Mortimore (Dippfs - Cemap), Sara Tremayne Taylor, Sarah Brooks, Elle Dunmore.

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