Simon Stannard Apfs Chartered Financial Planner Email & Phone Number

Reading, United Kingdom

Having gained some fantastic experience over the past 11 years of providing financial advice for clients while working with other firms, I took the decision to launch my own practice to gain more control.I listen to what my clients and/or their business want to achieve with their money and how protected they want their family to be if anything happens to them or their job and build a plan to meet these objectives.The big difference between myself and some advisers is that I provide an on-going service - I don't just take a whacking load of commission and then never see you again!I've chosen to work under the umbrella of a national network of advisers called Openwork. They take care of all my compliance requirements, provide technical support and do all the due diligence on the companies and funds that I recommend. This leaves me to get on with the part of my job I enjoy - helping clients.

Reading, United Kingdom

I worked as a sole trader with Fox Payne, providing financial planning advice for individuals and business owners.This valuable experience proved to be a stepping stone for me before launching Financial Planning Hub.

Henley-On-Thames

I worked at COURTIERS as a Chartered Financial Planner working with high net worth clients. My main focus was providing a Wealth Management service as part of my role as a Financial Adviser. Many Wealth Management clients require financial planning advice on other aspects and so, my holistic approach covered life insurance, annuities etc. The key elements of my role were to understand my clients’ current situation, objectives and risk tolerance. I then tailored recommendations to help achieve the best possible outcome for the client.Once the initial recommendations are implemented I was then very proactive in arranging regular client reviews and ensuring that financial plans are tax efficient.

Reading, United Kingdom

After taking a year out to travel, I initially accepted a temp role on the call centre.I was taken on permanently, promoted to Senior Customer Service Assistant and dealt with high value bulk annuity clients.

I started at Nationwide as a cashier. I moved gradually around all areas of the branch and found that helping customers was what I enjoyed the most.As a Senior Adviser covering busy branches in Basingstoke, Reading and Bracknell, I helped customers to pick the right accounts, insurance and loans etc.I was promoted to become a Mortgage Adviser in '98. This was boom time for the IT industry in the area and I built a good reputation for my advice, which resulted in a great results and many repeat customers.

Chartered Financial Planner, Level 6

National Diploma In Business & Finance (Btec)

Education record