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Aligned Financial Planning Limited

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Simon is a Chartered Financial Planner and Associate Trust and Estate Practitioner.

After seven years of working in financial services, Simon established Aligned Financial Planning, now partner of M&G Wealth Advice.

Simon has been helping people achieve financial security throughout his career and has expertise across all areas of financial planning including pensions, investments, tax and estate planning. Simon takes pride in providing practical solutions to meet individual client needs. He provides bespoke advice, following a rigorous assessment of each client’s financial needs.

Quite simply, Simon  provides sound, personal and expert advice.

In his spare time, Simon enjoys travelling and spent 15 months backpacking before starting his career in financial planning. He enjoys playing the guitar, loves sport and still fancies himself as a golfer.

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Aligned Financial Planning Limited is an appointed representative of M&G Wealth Advice Limited. M&G Wealth Advice Limited is authorised and regulated by the Financial Conduct Authority. M&G Wealth Advice Limited is registered in England and Wales. Registered office at 10 Fenchurch Avenue, London EC3M 5AG. Registered number 5739054.

M&G plc, incorporated and registered in England and Wales. Registered office: 10 Fenchurch Avenue, London EC3M 5AG. Registered number 11444019. M&G plc is a holding company, some of whose subsidiaries are authorised and regulated, as applicable, by the Prudential Regulation Authority and the Financial Conduct Authority.

M&G plc is a company incorporated and with its principal place of business in England, and its affiliated companies constitute a leading savings and investments business. M&G plc is the direct parent company of The Prudential Assurance Company Limited. The Prudential Assurance Company Limited is not affiliated in any manner with Prudential Financial, Inc, a company whose principal place of business is in the United States of America or Prudential plc, an international group incorporated in the United Kingdom.