Adviser
FPFS
Simon has over 33 years of experience in the financial services industry. He began his career with Pearl Assurance before moving to Allied Dunbar, where he gained valuable experience in financial advice and client service. In 2001, Simon founded Jones Financial to provide independent advice focused on clients’ needs, rather than being restricted by the products and services of a single provider. He established the business on the core principles of honesty, integrity, service and transparency, which continue to guide the firm today.
Simon places clients at the centre of every recommendation and has built long-standing relationships by taking the time to understand their individual circumstances, priorities and aspirations. His extensive experience, independent approach and commitment to positive outcomes help clients receive clear, thoughtful and tailored financial advice.
Outside of work
Simon enjoys hill walking and hiking.
