Wealth Management Consultant
CurrentManaging your wealth should be simple. That’s why we’re making it personal. At RBA, we give youface-to-face, one-to-one guidance to help you achieve your life goals
Mar 2023 - Present
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Simon Francis Email & Phone Number
Pensions - Investments - Estate Planning - Long Term Care.
at
RBA Wealth Management Ltd
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Pensions - Investments - Estate Planning - Long Term Care.
Location
Uttoxeter, England, United Kingdom
Company size
Who is Simon Francis? Overview
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Quick answer
Simon Francis is listed as Pensions - Investments - Estate Planning - Long Term Care. at RBA Wealth Management Ltd, a with 4 employees, based in Uttoxeter, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Simon Francis.
Simon Francis previously worked as Wealth Management Consultant at Rba Wealth Management Ltd and Associate Partner at St. James’S Place. Simon Francis holds Diploma In Regulated Financial Planning, Financial Planning And Services from Chartered Insurance Institute.
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Email format at RBA Wealth Management Ltd
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RBA Wealth Management Ltd
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Profile bio
About Simon Francis
Experienced educator and coach blending my experience with a newly acquired skill set to work with clients towards their financial and life goals. The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority). The `St. James's Place Partnership' and the titles `Partner' and Partner Practice are marketing terms used to describe St. James's Place representatives.
Current workplace
Simon Francis's current company
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Rba Wealth Management Ltd
5 roles
Simon Francis work experience
A career timeline built from the work history available for this profile.
Associate Partner
Aug 2022 - Mar 2023
Head Of Physical Education
Managing a team of staff to deliver a positive and varied experience of Physical Education to all of our pupils. Our aim is for them to develop an appetite for lifelong physical activity.
Nov 2018 - Aug 2022
Teacher Of Pe
Teacher of PE across the 11-18 age range, including GCSE, BTec L3 and A Level
Jan 2008 - Aug 2022
Head Of Shrewsbury House
Responsible for the academic progress and pastoral care of approx. 100 pupils aged 11-18.
Sep 2011 - Aug 2017
Team & coworkers
Colleagues at RBA Wealth Management Ltd
Other employees you can reach at rbawealthmanagement.co.uk. View company contacts for 4 employees →
SF
Scarlett Fountain
Colleague at Rba Wealth Management LtdAshbourne, England, United Kingdom
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RC
Ruth Chambers
Colleague at Rba Wealth Management LtdUttoxeter, England, United Kingdom
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TP
Teresa Pearce
Colleague at Rba Wealth Management LtdStamford, England, United Kingdom
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CP
Caroline Parker
Colleague at Rba Wealth Management LtdDerbyshire, England, United Kingdom
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EB
Emma Barnatt
Colleague at Rba Wealth Management LtdBourne, England, United Kingdom
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Scarlett Fountain
Colleague at Rba Wealth Management LtdAshbourne, England, United Kingdom
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RC
Ruth Chambers
Colleague at Rba Wealth Management LtdUttoxeter, England, United Kingdom
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TP
Teresa Pearce
Colleague at Rba Wealth Management LtdStamford, England, United Kingdom
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CP
Caroline Parker
Colleague at Rba Wealth Management LtdDerbyshire, England, United Kingdom
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EB
Emma Barnatt
Colleague at Rba Wealth Management LtdBourne, England, United Kingdom
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4 education records
Simon Francis education
Diploma In Regulated Financial Planning, Financial Planning And Services
Pgce In Physical Education, Secondary Education And Teaching
Physical Education And Youth Sport, School Of Health And Well-Being
Education record
FAQ
Frequently asked questions about Simon Francis
Quick answers generated from the profile data available on this page.
What company does Simon Francis work for?
Simon Francis works for RBA Wealth Management Ltd.
What is Simon Francis's role at RBA Wealth Management Ltd?
Simon Francis is listed as Pensions - Investments - Estate Planning - Long Term Care. at RBA Wealth Management Ltd.
Where is Simon Francis based?
Simon Francis is based in Uttoxeter, England, United Kingdom while working with RBA Wealth Management Ltd.
What companies has Simon Francis worked for?
Simon Francis has worked for Rba Wealth Management Ltd, St. James’S Place, and Denstone College.
Who are Simon Francis's colleagues at RBA Wealth Management Ltd?
Simon Francis's colleagues at RBA Wealth Management Ltd include Scarlett Fountain, Ruth Chambers, Teresa Pearce, Caroline Parker, and Emma Barnatt.
How can I contact Simon Francis?
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What schools did Simon Francis attend?
Simon Francis holds Diploma In Regulated Financial Planning, Financial Planning And Services from Chartered Insurance Institute.
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