Simon Moss

Simon Moss, Chartered FCSI, has a wealth of experience in the financial industry, working as an Investment Manager and Business Development Manager in various companies such as Scottish Widows, Vitality, Walker Crips, Charteris Treasury Portfolio Management Ltd, and Brewin Dolphin. Simon has expertise in managing Multi-Asset Class Portfolios and providing personalized investment management services to individuals, trusts, charities, and tax-wrapped portfolios like ISAs and SIPPs. Simon is dedicated to helping clients achieve their financial goals and has a strong background in the financial advisory sector.