The Finance Planning Group
Simon Maskell is an experienced financial advisor currently working at The Finance Planning Group since April 2021. Prior to this, Simon held the position of Head of Product at reviti from December 2018 to November 2020, focusing on innovative life insurance solutions aimed at enhancing lifestyle choices. Simon's extensive background in the insurance sector includes a tenure at Legal & General from April 2011 to April 2018, where responsibilities included Head of Product for Insurance and Director of Marketing, Communications, and Propositions. Educational credentials include a Master of Business Administration (MBA) from the Open University Business School and designation as a Chartered Insurer from the Chartered Institute of Insurance.
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The Finance Planning Group
A well established provider of financial services throughout the UK. Primarily offering mortgage and protection advice to customers via employed and self employed advisers using its unique network model. Has the ability to service the needs of a single adviser and help them to grow their business, and the infrastructure to support and develop large AR's. Using the latest technology to acquire leads and then process the application we have also perfected the challenges presented by the every changing demands of the modern consumer. We are very proud of our ability to service customer enquiries in a way that suits them; Living up to our consumer culture of 'It's all about You'. As a business, we have access to a wide portfolio of services from our associated companies including Pensions, Inheritance Tax Planning, Investments, Surveys and insurance. We are always interested in hearing from people who are looking to grow their business. The Finance Planning Group Limited is authorised and regulated by the Financial Conduct Authority.