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.
© Copyright Canaccord Wealth 2025.
Canaccord Wealth is a trading name of Canaccord Genuity Wealth (International) Limited (CGWIL) and Canaccord Asset Management (International) Ltd (CAMIL). They are licensed and regulated by the Guernsey Financial Services Commission, the Isle of Man Financial Services Authority and the Jersey Financial Services Commission and are subsidiaries of Canaccord Genuity Group Inc. CGWIL is registered in Guernsey no. 22761. Registered office; Dorey Court, Elizabeth Avenue, St. Peter Port, Guernsey, GY1 2HT. CAMIL is registered in Jersey No: 143275. Registered office: Third Floor, No 1 Grenville Street, St. Helier, Jersey, JE2 4UF.
