Simon White

Paraplanner & Client Relationship Manager

When Simon's at work

Before joining the team, Simon worked at a large company providing administration services within the financial services profession for four years before moving into supporting Henry in financial planning in 2020.

Simon works as a Client Relationship Manager. He is our go-to man for clients with general queries and helps to write financial reports. He’s also taking his exams and hopes to be an adviser one day soon.

When Simon's at home

Away from the office, Simon likes keeping up to date with current affairs, spectating rugby, e-sports and national sporting events, and taking long walks with his pure-bred good boy, Clive.

What's on Simon's bucket list?

First up on Simon’s list is to skydive and experience the adrenaline rush of flying through the clouds.

Next, Simon would love to eat at Heston Blumenthal’s Fat Duck restaurant in Berkshire and try the experimental dishes.

Finally, Simon would love to see Oasis play live. Hopefully, one day he will get to see them take to the stage!

Let’s start a conversation about your future ambitions

There’s never been a better time to begin planning your financial future. Fill in the form to share more details about who you are and how you’d like us to help you.