I help ambitious expats and investors navigate their journey to financial freedom through strategic wealth management and personalized guidance.
For the past decade, I have shifted my focus from growing businesses to empowering individuals in their financial journeys, all while nurturing valuable relationships along the way.
I understand that trust is an asset nurtured over time but can be lost in an instant. My mission is to cultivate enduring, lifelong relationships with my clients, with the goal of mutual benefit from the results and achievements we create together.
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Comprehensive wealth management solutions tailored to your unique goals and aspirations.
Strategic approaches to generate consistent income streams from your investments.
Professional management tailored to your risk profile and financial objectives.
Access to exclusive private equity opportunities for qualified investors.
Comprehensive protection planning for you and your family's future.
Strategic estate planning to preserve and transfer your wealth efficiently.
Real estate investment opportunities in prime global locations.
Guidance on citizenship and residency programs worldwide.
Diversification through alternative investment vehicles.
Expert guidance on art as an investment and collectibles.
Risk-managed returns with a focus on building lasting relationships.
High confidentiality standards • Direct access, no layers • Results-focused approach
Simon is not your traditional Financial Advisor, his friendly and professional approach allows him to analyse and understand his client's requirements which enables him to recommend the optimal financial solutions for you and your family.
Simon has been managing my financial interests for the past 5 years. I have found him to be knowledgeable, personable and trustworthy in his work. Simon has a long term and consultative approach.
Simon goes beyond a wealth and insurance advisor! He takes his time in all generosity and honesty to know you personally so he can draw a clear and realistic map to your needs and desires.
Simon is a dedicated, professional, and expert at what he does. He is a great listener and very attentive to my objectives, limits, and target. He makes sure that you are fully aware of everything.
Simon has been my investment expert now for 4 years, but I have known him for 7 years and highly recommend him when you want someone trustworthy and knowledgeable about retirement plans.
I have been dealing with Simon for more than 7 years now. He is very professional and transparent in his business dealings. He is a great financial adviser and a good friend.
Get a free 15 minute consultation and discover how I can help you achieve your financial goals.
Schedule Free ConsultationReady to explore how I can support your financial journey? Get in touch and let's discuss your goals.