Simon Davis

Director, Wealth Management at Charles Stanley Group

Simon Davis has had a diverse range of work experiences in the financial industry. Simon started their career in 1998 as a Director at BDO Investment Management Ltd, where they specialized in advising and dealing with entrepreneurs, business owners, and their families on financial planning and investment management. In 2010, they moved to Broadstone Pensions and Investments Ltd as a Director, a position they held until 2013. Since 2014, Simon has been working at Charles Stanley & Co. Limited as the Director of Wealth Management.

Simon Davis attended Cheadle Hulme School from 1980 to 1987, during which they did not pursue a specific degree or field of study. Simon then went on to study Economics at the University of Nottingham from 1987 to 1990, earning a Bachelor of Arts (BA) degree.

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