Chartered Fcsi Simon Moss

Simon Moss, Chartered FCSI, is an experienced finance professional currently serving as Business Development Manager at Scottish Widows since December 2022. Previously, Simon worked as an Investment Specialist at Vitality from July 2020 to August 2022, focusing on assisting financial advisers and their clients in achieving financial goals through personalized investment management services. Prior roles include Investment Strategist and Business Development Manager at Walker Crips, and Investment Manager at Charteris Treasury Portfolio Management Ltd, where Simon contributed to bespoke services for individuals, trusts, charities, and tax-wrapped portfolios. Simon's extensive experience began at Brewin Dolphin, where for over 20 years, Simon managed a significant portfolio valued at over £350 million, offering discretionary, managed advisory, and execution-only services.