Simon Michael

Chartered Financial Planner, APFS

Simon began his career at sea, studying at Lowestoft Maritime College and gaining the experience and qualifications to become a Master at the age of 24.

With a young family, Simon decided to come ashore and begin a new career in financial services. He continued to build his experience and qualifications, becoming a Chartered Financial Planner. Simon now has more than 30 years’ experience advising business owners, executives and high-net-worth families across a broad range of financial planning needs, including legacy planning.

Outside the office, the sea remains his passion, he enjoys sailing, both racing and cruising. Away from the water, Simon gets involved in a variety of sports, including racketball, golf and rugby, supporting his local club. Simon also love travelling with his wife and spending time with his grandchildren.