Michael Simon

FAQ About Michael Simon

• What is Michael Simon's address?

  Michael Simon is located at
  Currie, Scotland, United Kingdom

• What is Michael Simon's job title?

  Michael Simon is a
  Thank you for viewing my profile. I am a Financial Planner with Brewin Dolphin, one of the UK’s largest independently owned Wealth Managers. I enjoy helping my clients throughout Scotland and the United Kingdom by providing a high standard of financial advice; bringing over 30 years of experience and enthusiasm to my clients working hard to ensure their financial needs are met by building meaningful, long term, trusting relationships with my clients by: • Being open minded and taking time to listen and get to know each client • Understanding their goals, wishes and aspirations for the future • Analysing their current position and any threats they may face • Shaping a clear financial plan to help them achieve their ideal lifestyle, regularly reviewing the plan I am passionate about helping my clients in the following areas: • Wealth preservation, Inheritance tax planning and protecting families and loved ones • Retirement planning advice and advice at retirement My clients include: • Solicitors and Accountants • Business Owners Please message me via LinkedIn Wealth At Work

• What industry does Michael Simon currently work in?

  Michael Simon currently works in the
  Wealth At Work

• What is Michael Simon's area of expertise?

  Michael Simon specializes in
  Thank you for viewing my profile. I am a Financial Planner with Brewin Dolphin, one of the UK’s largest independently owned Wealth Managers. I enjoy helping my clients throughout Scotland and the United Kingdom by providing a high standard of financial advice; bringing over 30 years of experience and enthusiasm to my clients working hard to ensure their financial needs are met by building meaningful, long term, trusting relationships with my clients by: • Being open minded and taking time to listen and get to know each client • Understanding their goals, wishes and aspirations for the future • Analysing their current position and any threats they may face • Shaping a clear financial plan to help them achieve their ideal lifestyle, regularly reviewing the plan I am passionate about helping my clients in the following areas: • Wealth preservation, Inheritance tax planning and protecting families and loved ones • Retirement planning advice and advice at retirement My clients include: • Solicitors and Accountants • Business Owners Please message me via LinkedIn

• Which languages does Michael Simon speak? 

  Michael Simon speaks the following languages:
  No languages available.

• Which industries has Michael Simon previously worked in?   

  Michael Simon has prior experience in the following industries:
  Brewin Dolphin , Brewin Dolphin , Prudential Financial Planning , Standard Life , Standard Life , Scottish Widows , Scottish Widows

• What is Michael Simon’s work experience?  

  Michael Simon has the following professional experience:
  Wealth At Work , Brewin Dolphin , Brewin Dolphin , Prudential Financial Planning , Standard Life , Standard Life , Scottish Widows , Scottish Widows .

• How can I find Michael Simon on LinkedIn?  

  You can view Michael Simon’s
  LinkedIn profile at LinkedIn URL.

• What are Michael Simon’s work email addresses?  

  Michael Simon’s work email addresses are
  [email protected] .

• What company does Michael Simon work for?  

  Michael Simon works at
  Wealth At Work