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Who will I be dealing with?

Who will I be dealing with?

We have financial advisers based across the UK (including Scotland and Northern Ireland) providing nationwide coverage.

Simon Bevan - CeFA DipIP

Simon has over 15 years’ experience in financial services, where his career began in 2001 in the banking industry where he operated as a bank branch manager for quite some time. He joined Hargreaves Lansdown in 2011 and is currently working towards Chartered status.

FCA reference number: SPB01169

Simon Bevan


  • Diploma in Financial Planning
  • Chartered Financial Planner
  • Certified Financial Planner CM
  • AF3 Advanced Pension
  • CF8 Long Term Care

Areas of advice

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

Contact us for financial advice

More about our advisory services

Have a question?

0117 311 3256

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