Simon Valentine-Marsh FPFS (BA Hons)
Chartered Financial Planner

“Connecting with people, understanding their aims and objectives to allow us to build a plan around these to reach their goals,” is where chartered financial planner Simon says he begins when working with clients.

With over 20 years’ experience in the finance industry, Simon understands that being approachable, trustworthy, and knowledgeable is key to building successful longstanding relationships, “I am prepared to go the extra mile to help people.”

And that help and expertise comes in the form of providing a wealth of independent financial advice and later life advice across pensions, investments and protection to individuals and businesses of all sizes.

Simon holds a degree in accounting and finance and has worked with several large providers and smaller companies in the past. Away from the office, he is a fan of Formula One and enjoys cycling and walking in his spare time.

“I care about people and put them at the centre of everything I do.”

Exeter office

26-28 Southernhay East, Exeter, Devon,

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