Simon John

01252 844 227
Email me
The Garden House, High Street Hartley Wintney, Hampshire RG27 8NY

My profile

“Creating Financial Confidence for you”

As a seasoned professional in the financial industry, I am dedicated to providing expert advice and personalised financial solutions. With over two decades of experience, I specialise in guiding individuals and families through crucial financial decisions, offering a comprehensive range of services tailored to meet their unique needs.

I provide clients with a variety of financial advice, with a particular focus on:

Planning for Retirement
Retirement Strategies
Protection Needs

How I work

Financial planning is a personalised journey, and I believe in establishing a strong rapport with my clients from the outset. Trust, respect, and genuine connections are the foundation of a successful working relationship that often evolves into lasting friendships. I pride myself on client retention, considering many of my clients as friends after working together for numerous years.

How I help my clients

Client engagement is key to a rewarding relationship. I encourage open conversations to explore all aspects of financial planning. While some clients may initially focus on a specific area, I help them discover additional needs they may not have considered. My role extends beyond offering solutions for focused planning to providing holistic advice that addresses all facets of financial wellbeing.

The value I add to my clients

I aim to be a versatile and vital resource for my clients, someone they can confidently turn to for financial support or assistance. From complex retirement solutions with cashflow modelling to ensuring the suitability of a junior ISA for children, my adaptability allows me to build secure working relationships with both clients and their families.

Qualifications

DipFA

CeMap

CeRER

About me

Commencing my financial journey at Midland Bank straight out of school, I spent over 20 years in the heart of the City of London, refining my skills with a reputable institution. Joining Creative Financial Solutions in 2006 elevated the level of service I could provide. I find immense satisfaction in assisting clients in achieving their financial goals.

Outside of work I am married with two fantastic sons, one a quantity surveyor and the other a senior mechanical design engineer. For me, family time is precious. Socialising with longstanding friends and being a devoted Chelsea season ticket holder adds vibrancy to my life. An avid football fan, I balance my enthusiasm with gym training, followed by a well-deserved post-workout drink.

About My Team

Patsy and Stacey are invaluable members of my team and provide unwavering support. They understand my working style, strengths, and areas for improvement, offering seamless support without question.

Financial planning is a journey, and I’m here to guide you every step of the way.

The value of your investment can go down as well as up and you may not get back the full amount invested.

Investments do not include the same security of capital which is afforded with a deposit account.

Home reversion plans and lifetime mortgages are complex products. A lifetime mortgage is a loan secured against your home. To understand the features and risks, ask for a personalised illustration. Equity release will reduce the value of your estate and may affect your entitlement to means tested benefits.

Foster Denovo Limited is authorised and regulated by the Financial Conduct Authority. FCA Reg No. 462728. You can check this by visiting the Financial Services Register on the Financial Conduct Authority’s website: http://www.fca.org.uk/.