Simon Richards

Chartered Financial Planner
Simon Richards

Simon has over 15 years of experience working in financial services and holds the highest level as a Chartered Financial Planner and Fellow of the Personal Finance Society. In addition, Simon has qualifications with the Pension Management Institute and the Society of Trusts and Estate Practitioners.

Simon enjoys helping clients visualise where they want to be financially, helping them structure their personalised plans, and working with them over the long term to reach their priorities and achieve their dreams and ambitions.

Simon has particular expertise in pensions and retirement planning but specialises in all areas of financial planning, including later life planning, investments and tax-efficient investing.

Outside of work, Simon’s time is mainly spent with his family and keeping fit. His real passion is for live sport and when time allows a game of golf.

  • Team: Financial Planning
  • Office: Exeter

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