Simon Spalding Email & Phone Number

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.

Listed skills include Finance, Wealth Management, Financial Planning, Financial Services, and 12 others.