AUTHORISED FOR INVESTMENT BUSINESS
MORTGAGE SPECIALIST
Profile
Simon started off in the financial services industry with Legal & General in 1993, and worked with two Legal & General Agents before joining Joseph R Lamb in June 2008. Simon specialises in providing advice in the areas of mortgage planning and personal family protection, but he is also able to provide advice in all areas of personal financial planning.
| Qualifications | |
| FPC1 | Financial Planning Certificate paper 1 |
| FPC2 | Financial Planning Certificate paper 2 |
| FPC3 | Financial Planning Certificate paper 3 |
| Cemap | Certificate in Mortgage Advice |
| ER1 | Equity Release |
Telephone: +44 (0) 1268 749 880