Independent Financial Adviser, Managing Director 2020 Financial Ltd
My work history
I started my career on a corporate graduate programme for Financial Advisers with a large high street bank. Their goal was to create an elite class of highly-skilled bright young Financial Advisers to shake up an industry dominated by old men, many of whom lacked specialist knowledge and training in the industry.
The training itself was great but once we graduated we were told to go into the banks and sell or get sacked with no further training. This created a toxic culture with the kind of pressure that can create really bad outcomes, I hated it and I wasn’t prepared to be a part of it.
I loved being able to help people but I was exhausted, working long hours and felt like there had to be a better way to help people and find balance in my own life.
In 2005 I was introduced to a small local firm who allowed me to work self-employed though them and they assisted me in building my business. Finally, I had proper mentors who cared about their customers the way that I did.
Introducing 2020 Financial
In 2007, I was ready to live life fully on my terms and I created 2020 Financial. I decided on two rules – 1) create work-life balance, 2) no rush hour. I focussed my business on helping everyday people find financial freedom and achieve balance in their lives.
Fast forward to today and that’s still our focus
I have an excellent work wife balance, this is something I have never compromised on and we are not poorer as a family for it.
I still get to work in the way that I believe is best for my client, creating a collaborative approach to ensure that they are on track to get the most out of their lives, this means our work is enjoyable
We have a business model that means we are winning when you are winning, our success as a business is linked to yours.
But my real passion is helping people learn what I have leant to create a better life for themselves. People have the ability to make choices and their Pensions, investments and other assets can help them in ways that they cannot imagine & that does not involve taking big risks. Not everyone needs to be stuck doing what they have always done, being unfulfilled and waiting to run out of road.
I fundamentally believe that there is another way to do things, many people have this opportunity, they just don’t know it. That’s where we help.
Outside of work you’ll find me playing tennis (every day), walking our 3 year old Australian Labradoodle or travelling to foreign lands with my wife Danielle to explore, surf and enjoy yoga in warmer climes (plus the odd glass of wine!)
Simon is an Independent Financial Adviser and Qualified Pension Transfer Specialist who hold the following qualifications:
- Advanced Diploma qualifications -G10 (Taxation & Trusts) , G20 (Personal Investment Planning), G30 (Pensions)
- Diploma in Financial Planning
- Financial Planning Certificate
- Award in Pensions Update
- Certificate in Life & Pensions
- Award in Long Term Care Insurance
- Certificate in Equity Release
- Certificate in Mortgage Advice
Simon is a member of the following professional bodies
- Personal Finance Society (PFS)
- The Chartered Insurers Institute Cii
2020 Financial Ltd have been awarded the Pension Gold Standard for Pension Transfer Advice