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Simon Catt Email & Phone Number
High Net Worth Wealth Manager
at
HSBC
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 100%
Current company
Role
High Net Worth Wealth Manager
Location
Leeds, England, United Kingdom
Company size
Who is Simon Catt? Overview
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Quick answer
Simon Catt is listed as High Net Worth Wealth Manager at HSBC, a with 186860 employees, based in Leeds, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Simon Catt.
Simon Catt previously worked as HNW Wealth Manager at Hsbc and Wealth Manager at Hsbc Wealth Management. Simon Catt holds Bachelor'S Degree, Public Relations And Finance, 2.1 from Leeds Metropolitan University.
Company email context
Email format at HSBC
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HSBC
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Profile bio
About Simon Catt
To be part of a close team who are the best at what they do. I alway strive to work within a organisation with a world class brand image in which being the best at what we do is part and parcel and where forging lasting relationships comes first and last. I am regularly presented with complex financial situations and respond by finding innovative and bespoke solutions that will provide my clients with peace of mind and protection and which sustains and builds their future wealth. I enjoy to be in a position in which building my clients trust will result in them coming to me first time and every time now and in future generations. I also very proud to work in an organisation in which existing customers are truly valued and as looked after as new.
Listed skills include Banking, Finance, Financial Advisory, Financial Planning, and 5 others.
Current workplace
Simon Catt's current company
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Hsbc
7 roles · 23 years
Simon Catt work experience
A career timeline built from the work history available for this profile.
Hnw Wealth Manager
Current
Nov 2024 - Present
Wealth Manager
Oct 2014 - Nov 2024
Specialist Financial Advice Manager
• Providing technical holistic advice to wealth management clients within the top 2% of the banks customers across a spectrum of investments ~ including transfer analysis and discretionary fund management, retirement planning, at retirement planning ~ including SIPP and drawdown, inheritance tax planning and protection solutions• Applying Stochastic modelling to give appropriate advice around retaining, revision and replacment external and legacy investments• Providing portfolio management and ongoing advice to retain and build future relationships• Recognised for my accurate compliant suitability reports and have a 100% compliance rating for over four years• Top performing adviser in my last quarter nationally
Jan 2013 - Aug 2015
Financial Planning Manager
• Providing professional Financial Planning advice across a diverse spectrum of need areas including family protection, mortgage and loan planning, income protection, investments, retirement planning and basic inheritance tax planning• Recognised for my accurate compliant suitability reports and have a 100% compliance rating for over two years• Top performing adviser over the four years in my position• Invited to attend a dinner with the Chief Executive, Graham Storrie and the board in Manchester in recognition of my advice and income generation for Financial Planning
2007 - 2012
~5 yrs
Savings And Investments Manager
• Provided professional advice across my range of capital investment products and regular savings plans• Provide referrals to my local Financial Planning Manager for mortgage and loan planning, income protection, family protection and retirement planning• Recognised within the trainee period as number one nationally for income generation• Invited with my team for a weekend away in the Exclusive hotel Bovey Castle with Directors including Chief Executive, Graham Storrie and other members of the board
2006 - 2007
~1 yr
Customer Advisor
• Provided face to face guidance across a broad range of customer needs including lending, mortgages, package accounts and insurance. I also provided referrals to financial planning and private banking.• Promoted to senior adviser which involved managing a team of customer advisers acting as a first point of contact for support, coaching and promoting a better team ethos • Recognised as a top national performer and was invited twice to the annual achievers ball
2004 - 2006
~2 yrs
Team & coworkers
Colleagues at HSBC
Other employees you can reach at hsbc.com. View company contacts for 186860 employees →
GL
Goodfreid Lara
Colleague at HsbcToluca, México, Mexico
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SH
Sadman Hassan Alvee
Colleague at HsbcDhaka, Bangladesh
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CY
Craig Young
Colleague at HsbcEdinburgh, Scotland, United Kingdom
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MI
Marta Idzikowska
Colleague at HsbcCracow Metropolitan Area, Poland
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RD
Rosalie Delarosa
Colleague at Hsbc2Nd Industrial City, Riyadh, Saudi Arabia
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ND
Nabila Defriandini
Colleague at HsbcWest Java, Indonesia
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SG
Shenice Grant
Colleague at HsbcLondon, England, United Kingdom
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YY
Ying Yue
Colleague at HsbcUnited Kingdom
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J(
James (Dong Hyouk) Lee
Colleague at HsbcSingapore
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ST
Sunny Tong
Colleague at HsbcHong Kong, Hong Kong Sar
View →
Goodfreid Lara
Colleague at HsbcToluca, México, Mexico
View →
SH
Sadman Hassan Alvee
Colleague at HsbcDhaka, Bangladesh
View →
CY
Craig Young
Colleague at HsbcEdinburgh, Scotland, United Kingdom
View →
MI
Marta Idzikowska
Colleague at HsbcCracow Metropolitan Area, Poland
View →
RD
Rosalie Delarosa
Colleague at Hsbc2Nd Industrial City, Riyadh, Saudi Arabia
View →
ND
Nabila Defriandini
Colleague at HsbcWest Java, Indonesia
View →
SG
Shenice Grant
Colleague at HsbcLondon, England, United Kingdom
View →
YY
Ying Yue
Colleague at HsbcUnited Kingdom
View →
J(
James (Dong Hyouk) Lee
Colleague at HsbcSingapore
View →
ST
Sunny Tong
Colleague at HsbcHong Kong, Hong Kong Sar
View →
3 education records
Simon Catt education
Bachelor'S Degree, Public Relations And Finance, 2.1
Advanced Gnvq, Business Administration And Management, General, Distinction
York College, York Uk
Secondary School, Gcse Studies (Including Maths, English And Science), Eight Gcses A-C
Archbishop Secondary School, York
FAQ
Frequently asked questions about Simon Catt
Quick answers generated from the profile data available on this page.
What company does Simon Catt work for?
Simon Catt works for HSBC.
What is Simon Catt's role at HSBC?
Simon Catt is listed as High Net Worth Wealth Manager at HSBC.
Where is Simon Catt based?
Simon Catt is based in Leeds, England, United Kingdom while working with HSBC.
What companies has Simon Catt worked for?
Simon Catt has worked for Hsbc, Hsbc Wealth Management, Natwest Private, and Natwest.
Who are Simon Catt's colleagues at HSBC?
Simon Catt's colleagues at HSBC include Goodfreid Lara, Sadman Hassan Alvee, Craig Young, Marta Idzikowska, and Rosalie Delarosa.
How can I contact Simon Catt?
You can use AeroLeads to view verified contact signals for Simon Catt at HSBC, including work email, phone, and LinkedIn data when available.
What schools did Simon Catt attend?
Simon Catt holds Bachelor'S Degree, Public Relations And Finance, 2.1 from Leeds Metropolitan University.
What skills is Simon Catt known for?
Simon Catt is listed with skills including Banking, Finance, Financial Advisory, Financial Planning, Investments, Private Banking, Retirement Planning, and Wealth Management.
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