Simon Hoult

Simon Hoult Email and Phone Number

Director and Head of Proposition @ Colmore Partners
Newbury, GB
Simon Hoult's Location
Newbury, England, United Kingdom, United Kingdom
Simon Hoult's Contact Details

Simon Hoult personal email

n/a
About Simon Hoult

I am an experienced and qualified Independent Chartered Financial Planner. At Colmore Partners we are passionate about providing good client outcomes, excellent and trusting personal service and access to independently verified market leading solutions. I take the time to listen and understand what clients want from life and then formulate a plan that will help them achieve these goals and ambitions. Being fully independent we can genuinely act for our clients best interests and re commend the best solutions based upon our independent research. Responsibilities: I am responsible for our client proposition, management of advisers and training and supervision of trainee financial planners. I also help drive the growth of the business by representing Colmore Partners at external events and through other business development activities. I am always looking to work with likeminded professionals. Location:Our central office is in Birmingham. I work from Newbury and am responsible for our London / Home Counties and south of England regions.

Simon Hoult's Current Company Details
Colmore Partners

Colmore Partners

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Director and Head of Proposition
Newbury, GB
Website:
colmorepartners.co.uk
Employees:
25
Simon Hoult Work Experience Details
  • Colmore Partners
    Director And Head Of Proposition
    Colmore Partners
    Newbury, Gb
    View
  • Colmore Partners
    Director & Head Of Proposition
    Colmore Partners Jul 2022 - Present
    Newbury, England, United Kingdom
    Director and Chartered Financial Planner responsible for our client proposition, regulatory adherence and new adviser training as well as driving the growth of the business.
    View
  • Punter Southall Wealth
    Financial Planning Team Head London. Chair Of Advice Committee.
    Punter Southall Wealth Jan 2020 - Jul 2022
    London, England, United Kingdom
    Chartered Financial Planner responsible for a significant client book, heading up the Punter Southall Wealth London Office, supervision of regulated financial planners across offices and Chair of the Punter Southall Wealth Advice Committee.
    View
  • Punter Southall Financial Management
    Chartered Financial Planner Apfs
    Punter Southall Financial Management Jun 2006 - Jan 2020
    Adviser to private individuals and Trustees in all aspects of financial planning including, wealth management, investment management, retirement planning, family protection and estate planning.

Simon Hoult Skills

Retirement Planning Retirement Wealth Management Financial Advisory Investments Financial Planning Strategic Financial Planning Estate Planning Investment Management Pensions Protection Portfolio Management Inheritance Tax Planning Investment Advisory High Net Worth Individuals Holistic Financial Planning Asset Allocation

Simon Hoult Education Details

  • University Of Staffordshire
    University Of Staffordshire
    Bachelor Of Arts - Ba
  • Shaw House And Kennet Schools
    Shaw House And Kennet Schools

Frequently Asked Questions about Simon Hoult

What company does Simon Hoult work for?

Simon Hoult works for Colmore Partners

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

Simon Hoult's current role is Director and Head of Proposition.

What is Simon Hoult's email address?

Simon Hoult's email address is si****@****sfm.com

What schools did Simon Hoult attend?

Simon Hoult attended University Of Staffordshire, Shaw House And Kennet Schools.

What skills is Simon Hoult known for?

Simon Hoult has skills like Retirement Planning, Retirement, Wealth Management, Financial Advisory, Investments, Financial Planning, Strategic Financial Planning, Estate Planning, Investment Management, Pensions, Protection, Portfolio Management.

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