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Simon Herbert is listed as Managing Director Future Group UK Ltd at Future Group Uk Ltd, a company with 4 employees, based in Barnsley, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Simon Herbert.
Simon Herbert previously worked as Managing Director at Future Group Uk Ltd and Managing Director at Future Estate Planning Services Ltd. Simon Herbert studied at Sheffield.
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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.
Listed skills include Investments, Business Strategy, Equities, Portfolio Management, and 5 others.
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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.
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.
Developed IFA sales force, built good client relationships
Built a strong IFA sales force, kept compliance upto date, built a brand that clients recognised around Yorkshire area.
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Simon Herbert works for Future Group Uk Ltd.
Simon Herbert is listed as Managing Director Future Group UK Ltd at Future Group Uk Ltd.
Simon Herbert is based in Barnsley, England, United Kingdom while working with Future Group Uk Ltd.
Simon Herbert has worked for Future Group Uk Ltd, Future Estate Planning Services Ltd, Future Financial Management Ltd, and Financial Iq Group.
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Simon Herbert studied at Sheffield.
Simon Herbert is listed with skills including Investments, Business Strategy, Equities, Portfolio Management, New Business Development, Inheritance Tax Specialist, Marketing Executive, and Estate Planning Specialist.
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