Simon has a long track record at senior board level in the UK financial services industry.
He co-founded the Beaufort Group, with a vision of providing the type of personal, bespoke service that customers really value, combined with the very best of modern technology.
Put simply, the best service, efficiently delivered.
Anything in, on or near the water is Simon’s idea of heaven; sailing, swimming or just sitting beside it.
He has been trying to play the guitar for 10 years but has not yet succeeded. His ambition to have one of his own paintings exhibited publicly also goes unfulfilled but he remains optimistic.
He also plays golf and cricket badly but enthusiastically.
Simon is determined that the Beaufort Group is recognised as delivering outstanding investment performance together with the very best customer service to both advisers and investors.
His moto is simple: "If we always put the customer's needs first, we will thrive, and we will deserve to."
Address: Middle Barn, Bryants Farm, Kiln Road, Dunsden, Reading, RG4 9PB
Phone: 0118 987 9400