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This month we speak to Simon Lake, our new Financial Planner based in the Plymouth office.

What is your role within Thomas Westcott?
I have recently joined the Financial Planning team as a Chartered Financial Planner. My role will be to work with the TWCA Partners and their teams to provide regulated financial advice to their clients while developing my own client base on a local and national level. I also have a particular interest in NHS pension scheme members and many of my clients are medics.


How long have you been working here?
I joined on August 1st 2017


What do I like about working in the Plymouth Office?

I had worked at my previous firm for over 13 years and left behind a very close-knit team. It was reassuring to receive an extremely warm welcome from the Plymouth team on my first day and we are getting along great. I also like the location of the office and have rediscovered the grounds of Saltram House for my lunchtime strolls.


What do you like to do outside of work?
I have two daughters, aged 4 and 7, plus my dog so they all keep me busy. I am teaching my daughters to cycle and we’re usually found at Mountbatten pier on a Saturday morning. We also enjoy the moors, somewhere muddy, and we’re big fans of the Eden Project. I think it is important to be outdoors at a young age and develop a love and respect for the natural world.


If you were stranded on a desert island, what 3 items would you take with you?
My ipod (with a solar charger), my bass guitar and a swiss army knife.


Do you have any hidden talents?
I used to be in a band from my student days and now some of the other dads from school are talking about getting together for a jam; perhaps a hint of hidden talent under development!


What do I enjoy most about working at Thomas Westcott?
After leaving my previous employment of some years, I wanted to join somewhere that gave me a high level of reassurance about my family’s future. The potentially indefinite nature of the partnership structure was attractive as opposed to a privately owned company that could be sold suddenly. I am also pleased to be working with likeminded professionals and I look forward to working with the entire Thomas Westcott team across the region. 

 

If you'd like to contact Simon, you can call our Plymouth office HERE