Simon Fettroll

Simon Fettroll Email and Phone Number

Founder and Director @ Cesta Financial Planning
London, GB
Simon Fettroll's Location
London, England, United Kingdom, United Kingdom
Simon Fettroll's Contact Details

Simon Fettroll work email

Simon Fettroll personal email

n/a
About Simon Fettroll

Director & financial planner of twenty two(+) years. Passionate about providing a fulfilling, engaging environment for my colleagues, and valuable, expert, and independent financial planning/investment advice to my clients. Experienced in leading financial planning teams and working with professional, business owner, international and media/entertainment/musician clients.Expert witness in financial services High Court regulatory cases.

Simon Fettroll's Current Company Details
Cesta Financial Planning

Cesta Financial Planning

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Founder and Director
London, GB
Website:
cestafinancialplanning.co.uk
Employees:
2
Simon Fettroll Work Experience Details
  • Cesta Financial Planning
    Founder And Director
    Cesta Financial Planning
    London, Gb
    View
  • Templar Financial Planning Limited
    Director
    Templar Financial Planning Limited Jul 2022 - Present
    London, England, United Kingdom
    View
  • Cartlidge Morland
    Director
    Cartlidge Morland Aug 2017 - Jul 2022
    London, United Kingdom
    View
  • Cartlidge Morland
    Director
    Cartlidge Morland Aug 2017 - Jul 2022
    View
  • Cartlidge Morland
    Senior Consultant
    Cartlidge Morland May 2012 - Jul 2022
    City Of London
    I am responsible for ongoing advice to my existing clients, the clients of the firm and any new clients referred to me. I specialise in wealth management for Directors and therefore focus on investment, tax and corporate planning for business owners.
    View
  • Foster Denovo
    Partner
    Foster Denovo Sep 2010 - Jan 2012
    Specialist Wealth ManagementSophisticated investment and tax planningProtection of wealthHolistic advice
    View
  • St. James'S Place Wealth Management
    Principal Of Fettroll Financial Consultants
    St. James'S Place Wealth Management Nov 2006 - Sep 2010
    Fettroll Financial Consultants, specialising in Wealth Management for individuals and Directors. Part of St. James's Place Wealth Management.
  • Derwent Bell Financial Management Ltd
    Financial Management Consultant
    Derwent Bell Financial Management Ltd Jun 2005 - Nov 2006
    Advising clients on creating and protecting wealth.
  • Hsbc Bank Plc
    Financial Planning Manager
    Hsbc Bank Plc Dec 2002 - May 2005
    Advising clients on creating and protecting wealth and managing a team.
  • Edward Jones Ltd
    Investment Consultant
    Edward Jones Ltd Dec 2001 - Dec 2002
    Advising clients on aspects of their investment planning including unit trusts and individual shares

Simon Fettroll Skills

Wealth Management Investment Advisory Wealth Management Services Retirement Investment Strategies Investment Management Pensions Corporate Finance Life Insurance Sipp Wealth Preservation Planning Alternative Investments Pension Funds Corporate Tax Financial Planning Strategic Financial Planning Wealth Inheritance Tax Planning Investments

Simon Fettroll Education Details

Frequently Asked Questions about Simon Fettroll

What company does Simon Fettroll work for?

Simon Fettroll works for Cesta Financial Planning

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

Simon Fettroll's current role is Founder and Director.

What is Simon Fettroll's email address?

Simon Fettroll's email address is si****@****ail.com

What schools did Simon Fettroll attend?

Simon Fettroll attended University Of Central Lancashire.

What are some of Simon Fettroll's interests?

Simon Fettroll has interest in Cooking And Traveling, All Sports Especially Football, Tennis And Skiing, Squash.

What skills is Simon Fettroll known for?

Simon Fettroll has skills like Wealth Management, Investment Advisory, Wealth Management Services, Retirement, Investment Strategies, Investment Management, Pensions, Corporate Finance, Life Insurance, Sipp, Wealth Preservation Planning, Alternative Investments.

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