Simon is Managing Director of Bennett Griffin Wealth Management.
Simon has over 22 years’ experience within the financial services sector and during his career has worked within two top 10 accountancy practices before forming his own regulated advisory business in 2003. In 2008 that business was acquired by Carpenter Box and Carpenter Box Wealth Management LLP was formed. In 2016 Bennett Griffin Wealth Management was established as an appointed representative of Carpenter Box Wealth Management LLP.
Simon advises clients in all areas of financial planning, but his primary focus is on investment and tax planning advice to individuals wishing to mitigate income, capital gains and inheritance taxes.
When not working Simon is a keen photographer and spends much of his spare time developing his skills in this area. He also describes himself as a fair weather motorcyclist and when the sun is in the sky cruises around on his Triumph Rocket which has an engine the size of a small apartment block!