Simon started his financial services career in 2001 at Windsor Life, before moving to Ashby London Financial Services in 2005. Simon remained at the same firm during the takeover by EFG Private Bank in 2007, at which point he started advising clients under EFG Independent Financial Advisers.

During this period, Simon established a strong private client base by building long term relationships with his clients, something which he believes very strongly in. Simon prides himself on client contact, ensuring he is always accessible to his clients and their professional advisers. There has been a clear focus on providing lifetime financial plans for individuals during employment, at and around retirement age, and throughout their retirement years. Being involved in all stages of lifetime planning allows Simon to provide wide-ranging advice on pensions, investments, estate planning, trust planning and financial protection.

Outside of work, Simon is a keen cricketer and golfer. Having spent an entire cricketing career at Wolverhampton Cricket Club, Simon is actively involved in many areas of the club, including as a youth coach, playing member, and fundraiser.