Simon Wong Fpfs

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.