The appointment of a financial planner with 20 years’ experience is helping us to meet increasing customer demand for specialist advice. Simon Valentine-Marsh is based in our Exeter office, supporting business clients and individuals across Devon and beyond.
A Chartered Financial Planner and Fellow of the Personal Finance Society, Simon is a graduate of the University of Kent and worked for Prudential Assurance before returning to the South West. He joined Thomas Westcott from Barnstaple based financial planning firm Philip J Milton & Company Plc, where he spent nearly 13 years.
Simon said: “As one of the South West’s largest accountancy practices, with a team of expert financial planners serving clients across the region, Thomas Westcott offers me the perfect opportunity to expand my knowledge and develop my skills.
“I was particularly attracted by the firm’s holistic approach to advising clients, bringing in the expertise of specialists from across the financial planning and accountancy teams to offer the very best advice to businesses and individuals.”
With the largest network of accountancy offices in the South West, we offer independent financial planning advice on issues including estate planning, wealth management and retirement planning. The Financial Planning team works closely with the firm’s accountants, who cover a range of specialisms, including tax and corporate finance.
Simon provides the full range of financial planning and wealth management advice to clients and has particular specialisms in pensions, retirement planning and services for business owners.
Thomas Westcott Partner and Head of Financial Planning Iain Andrews said: “With nearly 20 years’ financial planning experience, Simon is ideally placed to help us continue to grow.
“I am delighted to be expanding the team to meet the increasing demand we are seeing for our integrated services, which combine our expertise in financial planning and accountancy. In a fast-changing world, people still value face-to-face advice and there are significant advantages for our clients in having both accountancy and financial planning services under one roof. Putting clients first and being by their side when they need us is our core focus.”
Over the last seven years, Thomas Westcott has doubled the size of its Financial Planning division, which is based in the firm’s network of offices across the South West.
The team is now launching a new service to respond to increased demand for business protection advice during the Covid-19 pandemic. The Business Resilience and Protection Service provides businesses with a full review of their risks and advice on protective measures, ranging from insurance to restructuring the business.
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