Simon joined the Investment Management team in Sevenoaks, having previously worked for Peregrine Advisory Services and Stenham Private Clients. In his former role he managed the assets of a predominantly South African and UK client base. He has a wide range of experience in dealing with private clients, financial advisers and trustees, both onshore and offshore. Simon is qualified to Level 6 for RDR purposes, is a Chartered Wealth Manager and a Member of the Chartered Institute for Securities and Investment.