Director - Sincere Financial Planning Ltd
Current
Apr 2021 - Present
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Simon Connor Email & Phone Number
Sincere Financial Planning Ltd. M&G Wealth Limited, previously known as Prudential Financial Planning Ltd
at
M&G Wealth
1 work email found
@rbs.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Sincere Financial Planning Ltd. M&G Wealth Limited, previously known as Prudential Financial Planning Ltd
Location
Austrey, England, United Kingdom
Who is Simon Connor? Overview
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Quick answer
Simon Connor is listed as Sincere Financial Planning Ltd. M&G Wealth Limited, previously known as Prudential Financial Planning Ltd at M&G Wealth, based in Austrey, England, United Kingdom. AeroLeads shows a work email signal at rbs.com and a matched LinkedIn profile for Simon Connor.
Simon Connor previously worked as Director - Sincere Financial Planning Ltd at M&G Wealth and Partner - Prudential Financial Planning Ltd at Prudential Uk. Simon Connor holds Advanced Diploma Personal Tax & Trust Af1 245 Cii Credits from Chartered Insurance Institute.
Company email context
Email format at M&G Wealth
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{first}.{last}@rbs.com
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AeroLeads found 1 current-domain work email signal for Simon Connor. Compare company email patterns before reaching out.
Profile bio
About Simon Connor
A successful individual with a passion for delivering excellent results with integrity. A dedicated individual with strong motivational and influencing skills. A reputation for consistently delivering targets to clients in highly competitive environments.
Listed skills include Vat Registration, Coaching, Financial Risk, Tax Returns, and 6 others.
Current workplace
Simon Connor's current company
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6 roles · 23 years
Simon Connor work experience
A career timeline built from the work history available for this profile.
Partner - Prudential Financial Planning Ltd
Sep 2017 - Apr 2021
Quality Assurance Manager
The unit aims to complete fair and timely outcomes for customers who have been advised by our legacy and current regulated advisory populations throughout the UK. I am responsible for completing quality assurance checks on a sample of complaint cases, applying philosophies, judgement, financial advisory experience and empathy to assess whether the.
Sep 2015 - Sep 2017
Vat Specialist - Tax Compliance
I assessed and interviewed businesses, universities and charities throughout the UK. Ultimately, I would ensure the right amount of VAT was paid at the right time. Using my knowledge of VAT, HMRC procedures and my understanding of the business/institution, I would challenge operational practises and behaviours. My progress within HMRC was swift and during.
Jan 2013 - Sep 2015
Senior Business Financial Planning Manager
I provided specialist business financial planning advice to our Business Banking population. My approach to supporting our business customers was to consider the needs of both the business and individuals in tandem. The trusted relationships I would build with the businesses would enable to me to make introductions and referrals to complimentary specialist.
2006 - 2013
~7 yrs
Senior Financial Consultant
I provided financial advice to a wide variety of individual clients, developing an in-depth understanding of investments and the benefits of full financial planning. Within 12 months, I achieved 4th position nationally, qualifying for the 'Top Performers' event at Bovey Castle.Evidence can be provided of my Aviva achievements and recognition.Promoted to.
2003 - 2006
~3 yrs
2 education records
Simon Connor education
Advanced Diploma Personal Tax & Trust Af1 245 Cii Credits
Statistics With Management Science
FAQ
Frequently asked questions about Simon Connor
Quick answers generated from the profile data available on this page.
What company does Simon Connor work for?
Simon Connor works for M&G Wealth.
What is Simon Connor's role at M&G Wealth?
Simon Connor is listed as Sincere Financial Planning Ltd. M&G Wealth Limited, previously known as Prudential Financial Planning Ltd at M&G Wealth.
What is Simon Connor's email address?
AeroLeads has found 1 work email signal at @rbs.com for Simon Connor at M&G Wealth.
Where is Simon Connor based?
Simon Connor is based in Austrey, England, United Kingdom while working with M&G Wealth.
What companies has Simon Connor worked for?
Simon Connor has worked for M&G Wealth, Prudential Uk, Royal Bank Of Scotland Business, Hm Revenue & Customs, and Aviva.
How can I contact Simon Connor?
You can use AeroLeads to view verified contact signals for Simon Connor at M&G Wealth, including work email, phone, and LinkedIn data when available.
What schools did Simon Connor attend?
Simon Connor holds Advanced Diploma Personal Tax & Trust Af1 245 Cii Credits from Chartered Insurance Institute.
What skills is Simon Connor known for?
Simon Connor is listed with skills including Vat Registration, Coaching, Financial Risk, Tax Returns, B2B, Sales Tax, Financial Services, and Financial Planning.
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