Simon Higginbotham Email & Phone Number

Having started my career within Financial Services in 1992 at Barclay's as a Private Bank and Premier Banking clients Investment Manager, I quickly developed my understanding of the industry and completed the Chartered Insurance Institute (CII) exams. In 2001 I took the next step and joined St. James's Place Wealth Management.My extensive experience within Wealth Management and previously in Property Portfolio Management enables me to provide specialised advice on tax mitigation and trusts to the benefit of many of our clients; advice which is highly sought after by landlords. The service I provide includes: - Retirement planning - Investment planning - Inheritance tax planning - Mortgages (residential and access commercial) - Protection (life, critical illness, income protection)To learn more about how I can assist you please call or message me.Your home or other property may be repossessed if you do not keep up repayments on your mortgage.Commercial mortgages and Trusts are not regulated by the Financial Conduct Authority. The Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 26/10/2022

Listed skills include Financial Services, Managerial Finance, Strategic Financial Planning, Wealth Management, and 6 others.