Simon Edward Lister

Simon Edward Lister is an experienced client manager at Equilibrium Financial Planning since April 2014, specializing in personalized financial planning and investment management services. Prior to this role, Simon served as a sales advisor and settlements negotiator at First Step Finance from July 2011 to March 2014, and as operations manager at City Sightseeing Prague from June 2010 to July 2011. Simon holds a Diploma for Financial Advisors from IFS School of Finance and a degree in Planning and Development Surveying from Northumbria University. Academic credentials also include A Levels in Business Studies, Geography, and Psychology from Stockport Grammar School.