Simon Weldon
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Simon Weldon Email & Phone Number

Independent Financial Adviser at Weldons Wealth Management Ltd
Location: United Kingdom 5 work roles 1 school
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Current company
Weldons Wealth Management Ltd
Role
Independent Financial Adviser
Location
United Kingdom

Who is Simon Weldon? Overview

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Simon Weldon is listed as Independent Financial Adviser at Weldons Wealth Management Ltd, based in United Kingdom. AeroLeads shows a matched LinkedIn profile for Simon Weldon.

Simon Weldon previously worked as Chief Executive at The Wilcox Young Partnership and Independent Distribution Consultant at Simonweldon.Org. Simon Weldon studied at Gypsy Hill College.

Profile bio

About Simon Weldon

Weldons is my advice practice. Everything I do for my clients is driven by my personal ethics and principles. Take a look at my website to see what Weldons is all about www.weldons.co.ukWeldons is and always will be about offering a very personal service to its clients, whether that be individuals or corporate entities and trusts. We will work together to arrive at an agreed strategy to achieve the best possible outcomes for you.My ambition is to work with my clients over the long term and to build and deliver a strategy to deliver your personal life style ambitions and corporate objectives. The long term nature of the relationship means that as well as setting things up for you, regular reviews are built in to ensure any agreed strategy remains on track, and to accommodate any change in direction as life jumps out in front of you, whether that be at personal or corporate level!So if you're looking for a one off piece of advice, then Weldons is probably not the best place to come. If you recognise that it isn't a one off piece of advice that you need, but something that will develop into a long term professional relationship focused on your objectives, then please write, email or call. I will always pick up the phone and would be delighted to talk.

Listed skills include Wealth Management, Financial Services, Sales, Asset Managment, and 10 others.

Current workplace

Simon Weldon's current company

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Weldons Wealth Management Ltd
Weldons Wealth Management Ltd
Independent Financial Adviser
5 roles · 39 years

Simon Weldon work experience

A career timeline built from the work history available for this profile.

Independent Financial Adviser

Current
Weldons Wealth Management Ltd

Fleet, Hampshire

My career in Financial Services began in 1982. During my 40 years in the industry, I have worked for some of the world's largest and smallest investment companies including Schroders, Henderson, Abbey Unit Trust Managers, Fidelity and Premier Asset Management. For seven years of my career I have operated at Chief Executive level.I am a full Member of the Institute of Directors, and a member of the Personal Finance Society by Diploma.Weldons is directly authorised by the Financial Conduct Authority. Not all advisers can call themselves Independent Financial Advisers, but I can. I offer truly independent advice and you will never be shoe-horned into a product or service from a restricted list. I only recommended products and services based on a comprehensive and fair analysis of the relevant market, and based on your individual needs and objectives.At a time when financial services is trending towards call centres and automation, Weldons is refreshingly different. Indeed, I am always available to my client on advice matters. Simon Weldon, MIoD, DipPFSIndependent Financial Adviser

Jun 2015 - Present

Chief Executive

The Wilcox Young Partnership

Wimborne

Jan 2014 - Jun 2015

Independent Distribution Consultant

Simonweldon.Org

Working with Asset Managers to develop over all Distribution, Sales and Marketing strategies for the IFA market place.

2012 - Jan 2014

Managing Director, Sales And Marketing

Premier Asset Management
1997 - Jul 2012

Assistant Executive Director, Intermediary Division

Abbey Life

Bournemouth, United Kingdom

1988 - 1997 ~9 yrs
1 education record

Simon Weldon education

  • Gypsy Hill College
    Gypsy Hill College
FAQ

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What company does Simon Weldon work for?

Simon Weldon works for Weldons Wealth Management Ltd.

What is Simon Weldon's role at Weldons Wealth Management Ltd?

Simon Weldon is listed as Independent Financial Adviser at Weldons Wealth Management Ltd.

Where is Simon Weldon based?

Simon Weldon is based in United Kingdom while working with Weldons Wealth Management Ltd.

What companies has Simon Weldon worked for?

Simon Weldon has worked for Weldons Wealth Management Ltd, The Wilcox Young Partnership, Simonweldon.Org, Premier Asset Management, and Abbey Life.

How can I contact Simon Weldon?

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What schools did Simon Weldon attend?

Simon Weldon studied at Gypsy Hill College.

What skills is Simon Weldon known for?

Simon Weldon is listed with skills including Wealth Management, Financial Services, Sales, Asset Managment, Mutual Funds, Investments, Management, and Portfolio Management.

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