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
RO4 Pension and Retirement Planning
RO5 Financial Protection
RO6 Financial Planning Practice
Telephone: +44 (0) 1268 749 880