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Simon joined Brooks Macdonald as a Director in 2018 and he was promoted to Senior Private Client Director in 2022. He has more than 15 years of experience providing counsel to high-net-worth private clients.

Prior to Brooks Macdonald, Simon was a Director at James Hambro & Partners. He is a Chartered Financial Planner, holds the Advanced Diploma in Financial Planning, and is a Fellow of the Personal Finance Society (FPFS), which is their highest designation.

Simon was named in the Private Asset Managers (PAM) Top 40 Under 40 for 2019.