Simon Herbert Email and Phone Number
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.
Future Group Uk Ltd
View- Website:
- futuregroupuk.com
- Employees:
- 4
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Managing DirectorFuture Group Uk Ltd May 2010 - PresentWakefieldBuild 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. -
Managing DirectorFuture Estate Planning Services Ltd Aug 2008 - PresentWakefield, United KingdomOperates 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.
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Managing DirectorFuture Financial Management Ltd Aug 2008 - May 2010Developed IFA sales force, built good client relationships
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Managing DirectorFinancial Iq Group Jan 2004 - Nov 2007Built a strong IFA sales force, kept compliance upto date, built a brand that clients recognised around Yorkshire area.
Simon Herbert Skills
Simon Herbert Education Details
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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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