Simon Bullock - Client Director
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Simon has been advising entrepreneurs, top executives and wealthy retirees for eleven years. He started his career at Chase de Vere in Bath and has since worked for the IFA arm of Target Consultants Ltd and Schroders. Simon joined Truestone as a Client Director focusing on working with professional intermediaries. Simon believes that as well as delivering high quality advice to clients and their advisers, it is important to also provide ‘financial mentoring’. This involves informing and educating on financial issues to build confidence and trust over time.
As Chairman of the LEAF forum, Simon brings together fee-based wealth structuring specialists from six leading companies to share solutions and discuss how to continuously improve and tailor advice to clients. As well as the Advanced Financial Planning Certificate (AFPC) qualification, covering business financial planning, taxation, trusts and advanced pension planning Simon has the Investment Management Certificate (IMC). At university Simon studied Politics and Philosophy before completing an MA in Marketing.
Simon was recently named 44th Most Influential IFA in the UK in Professional Adviser Magazine’s annual ‘Top 50’ list and national newspapers such as The Sunday Telegraph regularly turn to him for expert opinion on topical issues.
Simon lives in Putney and when not in a shirt and tie enjoys travelling, eating out and going to the gym to work off the effects of enjoying eating out! He also has a keen interest in history. Contact Simon.
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