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News & Blog

 

Our steadily-growing financial planning team has been further bolstered by the arrival of Chartered Financial Planner Simon Lake.

Simon, who brings over a decade’s experience providing high level advice and guidance to individuals and institutions throughout the South West, will be based in our Plymouth office but will work with clients throughout the South West.

Before joining us Simon spent 13 years at Plymouth-based Sound Financial Management and, at the age of 38, is widely recognised as one of the city’s most accomplished financial advisers.

After attending Plymouth College Simon, who is also a Fellow of the Personal Finance Society, studied law at Kingston University in London and worked for several legal firms in the capital before returning to the South West in 2003 to take up a career in financial services.

His professional areas of specialism include: 

• Tax, pension and investment planning with business owners (including SSAS and SIPP schemes)

• Advising senior public sector workers on their pension scheme membership and overall financial planning

• Working with solicitors, trustees and attorneys in the tax planning and investment arena

• Helping companies with their employee benefit packages

We’re all looking forward to working with Simon and everyone here wishes him all the very best as he starts his career at Thomas Westcott.