Part 1 and 2 of the Financial Planning Certificate
Joined the practice in 2011
Before joining the practice in 2011, Simon spent over 8 years working for NFU Mutual advising clients on buildings and contents insurance for their main homes, rented properties and holiday homes.
Since arriving at Carl Summer’s Financial Services Simon has continued to offer top-class advice to all the practice’s clients; for both new policies and by ensuring when their policy renews it remains competitive in the marketplace.