Our People

Simon Williams

  • Relationship Director

Our People

Simon Williams

  • Relationship Director

My passion is working with people, helping them to understand how to achieve what they want in the future. Once you truly understand this, then the fun starts.

I want to ensure that my clients have the appropriate financial framework to support their lifestyle, without too many nasty surprises.

Getting this right enables people to do the things they really want to do.  Financial wellbeing is essential for our happiness, so we shouldn’t leave it to chance.

What’s top of your bucket list?
I’ll start with climbing Mont Blanc and then head to Nepal.

What did you want to be when you were a child?
Forget childhood, I want to be a professional bike rider (now!).

Best box set to binge-watch?
Sneaky Pete – Original Amazon Prime Series.

Which song gets you on the dancefloor?
Groove Armada – Superstylin, although I’m not known for my dancing.

Simon's stories

Simon Williams

4 minute read

Know your number – your bigger picture

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