Simon Davies

Simon Davies is a seasoned professional in the financial advice sector, currently serving as the Senior Advice Framework Manager at Schroders Personal Wealth since January 2020, where responsibilities include maintaining the Advice Framework and ensuring compliance with risk management protocols. Prior experience includes roles such as Senior Technical Advice Manager at Aviva, where Simon implemented compliant advice guidelines and systems, and Regulatory & Technical Specialist at Friends Life UK, overseeing adherence to regulatory standards. Additional experience encompasses regulatory monitoring at Capita and quality management at HSBC, focusing on compliance within pension reviews and risk management processes. Simon holds the designation of Chartered Financial Planner and is a Pension Transfer Specialist.