Simon is a Fellow of the Personal Finance Society and an Accredited Member of SOLLA (the Society of Later Life Advisers)

His main areas of professional specialism are as follows:

  • Later life financial planning including long-term care fee advice
  • Pension & Divorce Planning Work for Defined Contribution and Defined Benefit Scheme Memberships
  • Working with Solicitors, Trustees and Attorneys with tax and investment planning projects including Personal Injury Trusts
  • Tax, pension and investment planning with private individuals and business owners (including SSAS and SIPP schemes)
  • Charity investment services and advice 
  • Public sector pension schemes (including the NHS, the Civil Service and the Armed Forces)
  • Inheritance tax and estate planning advice 

When Simon is not helping clients with their long-term plans, he is a committed outdoors man; he enjoys spending time both on Dartmoor and the coast with his wife and two daughters with their loyal Labrador running alongside.


TESTsimon-lake" Simon Lake LLB (Hons)
tel: 01752 666601

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