Simon Herbert

Simon Herbert Email and Phone Number

Managing Director Future Group UK Ltd @ Future Group Uk Ltd
5B Wakefield Business Park, Wakefield,WF2 0XJ,United Kingdom
Simon Herbert's Location
Barnsley, England, United Kingdom, United Kingdom
About Simon Herbert

Independent, well motivated individual. I work well under pressure, I deal with clients in an open ethical, trustworthy approach to clients affairs, and deal in a common sense approach, taking the mystery out of some of the most complicated areas of peoples finances. I have worked with all types of clients from all walks of life. I operate in a down to earth manner and adabt to any circumstances.I have worked in financial services for 23 years this year, and have been arranging Wills and trusts for 12 years for clients.Helped thousands of familes over the years in the Yorkshire area deal with Inheritance tax and long term care planning issues.I have written numerous financial articles in various newspapers & magazines, held monthly seminars to general public on various financial issues, and appeared live on BBC Radio Sheffield discussing various financial topics.My main attributes are finding clients, and developing client relationships.

Simon Herbert's Current Company Details
Future Group Uk Ltd

Future Group Uk Ltd

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Managing Director Future Group UK Ltd
5B Wakefield Business Park, Wakefield,WF2 0XJ,United Kingdom
Employees:
4
Simon Herbert Work Experience Details
  • Future Group Uk Ltd
    Managing Director
    Future Group Uk Ltd May 2010 - Present
    Wakefield
    Build relationships with other like minded business'sBuilding strong links with Will and estate planning network for franchisee companies to develop main stream marketing avenues and looking to increase income streams for financial advisers, and other proffessional organisations, by adding on our service propostion.
  • Future Estate Planning Services Ltd
    Managing Director
    Future Estate Planning Services Ltd Aug 2008 - Present
    Wakefield, United Kingdom
    Operates a Wills and Estate Planning companyMarketing, general wills lasting powers of attorneys and estate planning services to general public and corporate clients, also offering Probate services and Tax planning.Working in a commonsense, ethical easy approach to clients issues.
  • Future Financial Management Ltd
    Managing Director
    Future Financial Management Ltd Aug 2008 - May 2010
    Developed IFA sales force, built good client relationships
  • Financial Iq Group
    Managing Director
    Financial Iq Group Jan 2004 - Nov 2007
    Built a strong IFA sales force, kept compliance upto date, built a brand that clients recognised around Yorkshire area.

Simon Herbert Skills

Investments Business Strategy Equities Portfolio Management New Business Development Inheritance Tax Specialist Marketing Executive Estate Planning Specialist Personal Tax Planning

Simon Herbert Education Details

  • Sheffield
    Sheffield

Frequently Asked Questions about Simon Herbert

What company does Simon Herbert work for?

Simon Herbert works for Future Group Uk Ltd

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

Simon Herbert's current role is Managing Director Future Group UK Ltd.

What schools did Simon Herbert attend?

Simon Herbert attended Sheffield.

What skills is Simon Herbert known for?

Simon Herbert has skills like Investments, Business Strategy, Equities, Portfolio Management, New Business Development, Inheritance Tax Specialist, Marketing Executive, Estate Planning Specialist, Personal Tax Planning.

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