Alessandro Simone
DipPFS, MSc
I am a qualified Financial Adviser with a strong academic background in economics and finance, holding a Master's degree in Finance and Investment and a Level 4 Diploma in Financial Planning. I work closely with clients to build clear, practical financial plans, combining disciplined advice with a long-term investment perspective developed through over a decade of personal investing experience.
About
I have been interested in finance since a young age, and to that end I've pursued a financial services career at every stage of my life and have been investing in a personal capacity since I was 16. I decided to become a Financial Adviser because I was never taught anything about personal finance at school and found that this was reflected generally in people's level of knowledge about pensions, investments and debt for example. For this reason I wanted to use my knowledge and experience to give people the confidence they need to tackle their financial problems and achieve their financial goals.
I mainly work with professionals and business owners to build a financial plan that enables them to meet their goals. While I have worked with people of all ages, and hope to continue to do so, I strongly believe that the earlier you start building and working towards a financial plan, the better. So if you're not sure where to start, I'd be very happy to help.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
