Gareth Simon

Gareth Simon Email and Phone Number

Director of leading Dorset IFA firm Ward Goodman @ Ward Goodman Ltd
wimborne minster, dorset, united kingdom
Gareth Simon's Location
Greater Bournemouth Area, United Kingdom
Gareth Simon's Contact Details

Gareth Simon work email

Gareth Simon personal email

n/a
About Gareth Simon

I have worked in the financial services industry for over 20 years and provide independent financial advice to professionals and high net worth individuals. My professional goal is to make Ward Goodman Financial Services the leading Independent Financial Advisers in the local area.We have grown the business significantly over the last 10 years through organic growth and strategic acquisitions. Specialties: Bespoke wealth management including:Investment Advice/Portfolio management Inheritance Tax PlanningTrust investments SIPP advice Financial planning for divorcees

Gareth Simon's Current Company Details
Ward Goodman Ltd

Ward Goodman Ltd

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Director of leading Dorset IFA firm Ward Goodman
wimborne minster, dorset, united kingdom
Website:
wardgoodman.co.uk
Employees:
41
Gareth Simon Work Experience Details
  • Ward Goodman Ltd
    Director
    Ward Goodman Ltd
    View
  • Blanchards Bailey Financial Services
    Financial Services Director
    Blanchards Bailey Financial Services Apr 2011 - Present
  • Hk Financial Advice Service
    Financial Services Director
    Hk Financial Advice Service Dec 2005 - Present
  • Ward Goodman Ltd
    Financial Services Director
    Ward Goodman Ltd Oct 2003 - Present
    View
  • Eveleigh & Huckle Ifas
    Independent Financial Adviser
    Eveleigh & Huckle Ifas Jun 1998 - Oct 2003

Gareth Simon Skills

Wealth Management Inheritance Tax Planning Strategic Financial Planning Investments Pensions Financial Services High Net Worth Individuals Sipp Trusts Estate Planning Financial Advisory Asset Management Retirement Planning Wealth Retirement Financial Planning Investment Strategies Tax Income Protection Independent Financial Advice Critical Illness Protection

Gareth Simon Education Details

Frequently Asked Questions about Gareth Simon

What company does Gareth Simon work for?

Gareth Simon works for Ward Goodman Ltd

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

Gareth Simon's current role is Director of leading Dorset IFA firm Ward Goodman.

What is Gareth Simon's email address?

Gareth Simon's email address is ga****@****n.co.uk

What schools did Gareth Simon attend?

Gareth Simon attended Bournemouth University.

What skills is Gareth Simon known for?

Gareth Simon has skills like Wealth Management, Inheritance Tax Planning, Strategic Financial Planning, Investments, Pensions, Financial Services, High Net Worth Individuals, Sipp, Trusts, Estate Planning, Financial Advisory, Asset Management.

Who are Gareth Simon's colleagues?

Gareth Simon's colleagues are Adam Cousins, James Neve Dippfs, Aubrey Hodder Mcipp Dip., Kim Upshall, Adrian Seager, Davina Seymour, Tom Mackey Aca.

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