Contact Details

Simon Lake LLB (Hons)

Simon is a Chartered Financial Planner, Fellow of the Personal Finance Society, and accredited member of the Society of Later Life Advisers (SOLLA).

Simon has worked in financial services for over 20 years and deals with a range of matters including planning for later life including long-term care fee advice, pensions matters in relation to divorce proceedings, tax, pension and investment planning for individuals and business owners, charity investment services and advice for those in public sector pension schemes.

Simon also works with many in the legal sector across the region, providing advice to professional Trustees, Deputies and Attorneys on their tax and investment planning. This can include Will Trusts, Personal Injury Trusts and advice for those in more vulnerable circumstances; he also provides advice on inheritance tax and estate planning.

One client said, “The help we received from Simon was brilliant. He treated us with compassion, empathy and professionalism.”

Simon believes that a suitable, grounded level of humility always serves as a good quality when working with his clients.

Simon is committed to the outdoors and enjoys spending time on Dartmoor and the coast with his wife and two daughters with their loyal Labrador alongside them.

“I am there to listen, consider and then advise on the best course of action when it comes to financial planning, for now and in the future.”

Plymouth office

Plym House, 3 Longbridge Road, Marsh Mills, Plymouth, Devon,

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