Simon Williams

Simon Williams is an experienced financial professional with a strong background in wealth management and financial planning. Currently serving as Relationship Director at Cooper Parry Wealth since December 2018, Simon emphasizes a client-centric approach to wealth management, prioritizing achievable outcomes over traditional product-centric models. Prior experience includes a role as Senior Financial Planner at Close Brothers Asset Management, where Simon delivered comprehensive financial planning services and participated in financial education initiatives. Additional earlier roles include Strategic Investment Planner at WEALTH at work and Financial Adviser at AWD Chase de Vere. Simon has actively contributed to national conferences, discussing financial education and wellbeing topics, reflecting a commitment to improving clients' financial literacy and outcomes.