Position: Investment Manager
Telephone: 01423 508040
Simon joined the Harrogate office in 2010 as investment manager looking after clients’ portfolios and developing business.
Simon first entered the financial services industry joining Standard Life Assurance Company as a trainee after leaving university in 2000 and eventually becoming a Independent Financial Advisor specialising in providing tax and investment advice to companies and high net worth individuals. In 2005 Simon was recruited by Rensburg Sheppards Investment Management to join the discretionary management team in Leeds and was responsible for the active management of investment portfolios for a range of clients including charities, pension funds, trusts and individuals. IM Asset Management (IM Capital) appointed Simon as Business Development Manager to lead their entrance into the third party market in 2009. Since joining GBIM, Simon has been selected for Citywire’s ’30 under 30′, a survey of Britain’s top 30 wealth managers under 30 years old. Simon is a fellow of the Securities Institute (CISI)