
About Simon
I am a Wealth Planning Director at Canaccord Wealth, providing bespoke wealth planning and portfolio management to high net worth individuals. I’m a Chartered Financial Planner and a member of the CGWM Advice and Solutions Committee.
I am a Wealth Planning Director at Canaccord Wealth, providing bespoke wealth planning and portfolio management to high net worth individuals. I’m a Chartered Financial Planner and a member of the CGWM Advice and Solutions Committee.