Simon Aston

Simon is a chartered financial planner based in our Bristol office with over a decade of experience in the financial services industry. Simon is passionate about helping clients build secure, meaningful futures. His advice is rooted in a holistic approach – looking beyond the numbers to understand what truly matters to each individual and family.

Simon specialises in investment and retirement planning, as well as strategies to help families preserve and pass on their wealth. This includes inheritance tax planning and ensuring protection against life’s unexpected challenges. His goal is simple: to give clients confidence and clarity so they can achieve their life goals.

As a parent himself, Simon understands the importance of financial security and planning for the future. He brings that perspective to every conversation, helping clients create plans that reflect their priorities and values.

Outside of work, Simon is an avid cyclist—a hobby that keeps him active and provides a great outlet for managing a successful work / life balance.