Simon Booth
I primarily work with busy city professionals who are very clear about their career path, but less so about their personal finance journey.
By getting to know the individual and understanding what is important to them, I help transfer personal goals and objectives into a simple-to-understand financial plan. Having started my career in financial planning in 2000, I joined St. James's Place in 2007.
I value the trust clients place in my advice. I like to focus on building relationships with clients, leading to long term partnerships. Through this relationship we can ensure that we navigate the twists and turns of life, ensuring your financial plans travel with you.
I also use the technical knowledge I’ve gained from becoming a Chartered Financial Planner to provide holistic advice on all areas including investment planning, retirement planning and protecting assets.
I live with my wife and three children and at the weekends can be found running and cycling around the Surrey Hills.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
