Simon joined Holden & Partners in January 2022 as Compliance Director, with responsibility for overseeing all regulatory aspects of the business.
Simon has over 20 years working experience in Financial Services, primarily within IFA/wealth management environments. Having started off in various support and Paraplanner roles both in Kent and London, he joined Partners Wealth Management in 2005, ultimately undertaking the FCA Compliance and MLRO functions from 2014.
The key focus of Simon’s role is to work collaboratively alongside the rest of the team to ensure that the firm continues to deliver the best client outcomes and solutions, as well as the wider business objectives.
Outside of work
At weekends, Simon likes nothing more than going on a long walk and spending time with his wife and daughter. Travelling to new places is also high on his priority list.
Simon holds the CII Diploma in Financial Planning as well the CII’s Supervision exam (J07) and aims to pass additional exams at least annually to maintain and improve his knowledge.