JM Finn
Simon Wong FPFS is a Chartered Financial Planner and Fellow of the Personal Finance Society at JM Finn, where comprehensive Wealth Planning guidance includes retirement planning, tax structuring, and wealth preservation since November 2016. Previously, Simon served as an Independent Financial Adviser at Chase de Vere from July 2009 to October 2016, managing private client accounts with extensive services, including portfolio management and estate planning. Additional experience includes roles as Wealth Adviser at Highgrove Capital Ltd and Independent Financial Adviser at Lighthouse Group Financial Solutions, along with a foundational position as Financial Adviser at City Financial. Simon holds an MPhil in Physics from The University of Sheffield and a BSc(Hons) in Physics from Cranfield University.
JM Finn
By simplifying the financial challenges that investors face, JM Finn aims to protect and nurture wealth across generations. Wealth challenges come in many different shapes and sizes and often when one least expects it; by putting an investment manager as the main point of contact, we look to develop long term relationships with clients of all ages to guide them through the complex world of investing, so that their wealth can last generations. We offer support to first time investors, wealth planning advice, investment structuring guidance and pension planning. Our personalised services have helped us grow the number of clients we help. Today, this represents over £10 billion of assets on behalf of close to 20,000 investors across our five offices in London, Bristol, Bury St Edmunds, Leeds and Winchester.