Chartered Financial Planner – Technical Connections Ltd

Simon joined Technical Connection in 2018, having worked in the industry for nearly 20 years.   

He is a Chartered Financial Planner and Fellow of the Personal Finance Society and a qualified tax adviser. Specialising in financial planning advice to small business owners along with inheritance tax, trusts and estates, Simon has a number of years’ experience assisting financial planners in a technical capacity. This has included creating planning ideas and strategies to help you deliver advice alpha to your clients.   

In addition to giving presentations to advisers and answering queries on complex technical issues, Simon writes regular blogs and articles and comments in industry articles on topical issues.