Simon Spalding

Simon Spalding Email and Phone Number

Senior Financial Consultant at Wesleyan Assurance Society @ Wesleyan Assurance Society
sandwell, sandwell, united kingdom
Simon Spalding's Location
Edinburgh, Scotland, United Kingdom, United Kingdom
Simon Spalding's Contact Details

Simon Spalding work email

Simon Spalding personal email

n/a
About Simon Spalding

I am a Senior Financial Consultant with Wesleyan Financial Services. I have almost 18 years experience in financial planning and over the last 12 years I have been dedicated advising Medical professionals - from ST1 through to Consultants and Medical Directors.I provide holistic financial planning advice, dedicated to Hospital Doctors and their families in Edinburgh, West Lothian and the Scottish Borders.I have expertise in providing fully tailored advice in many financial planning disciplines, including:• Retirement Planning / Pensions• Estate and Inheritance Tax Planning• Savings and Investments• Personal Protection Needs – including Life, Critical Illness and Income Protection• Mortgages –Residential and Buy-to-Let• Specialist NHS Pension knowledge including annual and lifetime allowance calculationsI am helping Medical professionals by creating a comprehensive and bespoke Financial Plan for every client which provides a roadmap for their financial future, with regular reviews to keep them on track to achieve any short, medium and long-term financial goals.Whatever stage you are at in your career, you can rely on me and my colleagues at Wesleyan to help you plan your finances in a professional and courteous manner.

Simon Spalding's Current Company Details
Wesleyan Assurance Society

Wesleyan Assurance Society

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Senior Financial Consultant at Wesleyan Assurance Society
sandwell, sandwell, united kingdom
Website:
wesleyan.co.uk
Employees:
1200
Simon Spalding Work Experience Details
  • Wesleyan Assurance Society
    Senior Financial Consultant
    Wesleyan Assurance Society Nov 2011 - Present
    Edinburgh, United Kingdom
  • The Co-Operative Bank Plc
    Financial Adviser
    The Co-Operative Bank Plc Dec 2007 - Nov 2011
  • Clydesdale Bank
    Branch Adviser
    Clydesdale Bank Oct 2006 - Dec 2007
    Edinburgh, United Kingdom

Simon Spalding Skills

Finance Wealth Management Financial Planning Financial Services Investments Financial Advisory Retirement Planning Portfolio Management Pensions Mortgage Lending Retirement Banking Investment Advisory Wealth Risk Management Insurance

Frequently Asked Questions about Simon Spalding

What company does Simon Spalding work for?

Simon Spalding works for Wesleyan Assurance Society

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

Simon Spalding's current role is Senior Financial Consultant at Wesleyan Assurance Society.

What is Simon Spalding's email address?

Simon Spalding's email address is si****@****n.co.uk

What are some of Simon Spalding's interests?

Simon Spalding has interest in Golf, Skiing, Mountain Biking.

What skills is Simon Spalding known for?

Simon Spalding has skills like Finance, Wealth Management, Financial Planning, Financial Services, Investments, Financial Advisory, Retirement Planning, Portfolio Management, Pensions, Mortgage Lending, Retirement, Banking.

Who are Simon Spalding's colleagues?

Simon Spalding's colleagues are Paul Nicholls, Nathan Sheppard, Ranjit Dhillon, John Steele, Mollie Parsons, Bennard Boateng, Christopher Pickering Dippfs Cert Cii (Mp).

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