As a family man with two young children, Simon believes that Critical Illness cover and Life Insurance are the most important products you can buy. We live in a fast-paced, stressful world, making this type of financial planning essential. Simon provides guidance on regular savings plans, UK pension transfers, investment portfolio creations and mortgages for both the UK and UAE markets.
Simon is passionate about helping people save for their future and protect their loved ones. Living and working in the GCC for the past 16 years has allowed Simon to develop and establish relationships with key companies, banks, developers and clients. He considers building long-lasting and mutual alliances as one of his major strengths. It is these relationships that allow him to provide first-class, suitable, value-led, long-term solutions for his clients.
He has worked in the Financial Services sector for 29 years, and has recently re-joined Holborn Assets. Simon has a great deal of Middle East experience, having worked in the region since 2000 for HSBC, Barclays, Dow Jones and Commercial Bank of Dubai.
Skills and expertise
- CISI, UAE Financial Rules and Regulations, 2016
- CISI, Dubai International Financial Centre Rules and Regulations, 2009
- CISI, International Certificate in Wealth Management (ICWM), 2008
- CISI, Advanced Financial Planning – Trusts and Taxation and Personal Investment Planning, 1995
- CISI, Financial Planning Certificate, 1992
Simon is married with two young children.
In his spare time you’ll most likely find him spending time with his children or playing golf.
“Always Professional and response to emails is very prompt. Highly recommend Holborn Assets.” – Mr. McF.