Simon Holt

Simon Holt is an accomplished financial professional with extensive experience in managing and underwriting roles within the financial institutions sector. Currently serving as Managing Director at K2 Financial since June 2020, Simon has previously held significant positions such as Senior Underwriter at Pioneer Underwriters from September 2014 to June 2020, and Product Manager at Travelers from January 2009 to September 2014. Earlier in the career, Simon worked as an Associate at Jardine Lloyd Thompson and as AVP at Marsh. Educational qualifications include an Investment Management Certificate from the CFA Institute, Chartered Insurer status from The Chartered Insurance Institute, and a Bachelor of Arts in Business Studies and Marketing from Bangor University.