Simon Hicks

Simon is a Chartered Financial Planner and Fellow of the Personal Finance Society. He lives in Bristol but has clients across the entire region of the South West, in London and up in the West and East Midlands.
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My Credentials

Qualifications: Diploma in Regulated Financial Planning, Advanced Diploma in Financial Planning, Chartered Financial Planner

Awards: Fellow of the Personal Finance Society, one of the UK’s Top Rated Financial Advisers in The Times 2019 & 2020

Location of Clients: South West, London, West & East Midlands

Office Address: Sterling House, Bath, BA1 3AN

Contact Details: 01225 427 474 | 07807 569 233

Links: Twitter | LinkedIn | Testimonials

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A little bit about me

After graduating with a 2.1 BA Hons Accountancy Degree I started my finance career at Hargreaves Lansdown, gaining experience in pensions and investments for six years. I then moved to Friends Life where I developed additional knowledge in tax, trusts and protection whilst studying for a Diploma in Financial Planning. The more I learnt the more I wanted to utilise my knowledge to help others. I wanted a career that enabled me to interact with people daily, was technically challenging and more rewarding, so I decided to become a financial adviser.

Finding the right business was the most important thing for me and in 2016 I chose to become part of this family-run, innovative financial planning firm, Unividual. I was enrolled on to a two-year intense training programme as part of Unicademy, Unividual’s in-house Chartered Financial Planner academy. I wanted to be the best financial adviser I could and Unividual offer industry leading on-the-job training delivered by knowledgeable and experienced Chartered Financial Planners. Further to this it was apparent from the offset that Unividual is genuinely focused on client outcomes, service and looking after their staff, things of paramount importance to me.

Doing what I love

Now with over 12 years’ experience in the financial services industry I am a Chartered Financial Planner and Fellow of the Personal Finance Society. I am doing what I love every day, sharing my passion and knowledge of financial planning and advice. No day is the same and all clients are unique individuals with a different story to tell and a different path they want to follow. One of the highlights of my career to date has been when I was ranked in the Times as one of VouchedFor’s 2019 UK Top Rated Financial Advisers.

Who I work with

I have a range of different people who approach me for advice, some might just want a mortgage to start with and others are ready for me to give their finances “a complete overhaul”. Whether you are saving for a house, want to start retirement planning, are keen to protect your family or business, or want to invest, I can create innovative, bespoke financial plans in all the areas of financial planning. You are welcome to read a recent testimonial from one of my clients or head over to my VouchedFor page to read even more. When you are ready to find out more about financial planning or for me to answer any of your questions please don’t hesitate to ring me on 01225 427 474.

 

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