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Simon Cherry - DipPFS

Simon has over 20 years of advisory experience, and is able to advise on a broad range of areas, taking a particular interest in investment and retirement planning. Before joining Hargreaves Lansdown in 2007 he was trained by one of the oldest and most respected mutual life assurance companies in the UK.

FCA reference number: SRC00014

Simon Cherry

Qualifications

  • Advanced Financial Planning Certificate (1995 Scheme)
  • G10 Taxation & Trusts
  • G20 Investments
  • G60 Pensions

Areas of advice

  • Savings and investments
  • Business investments
  • Funding retirement
  • Trustee investments
  • Pension transfers
  • Estate planning
  • Taking retirement benefits
  • Long-term care planning
  • Protection

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0117 317 1690