Michael Simon

Financial Advisor

Michael Simon is a seasoned financial professional with extensive experience in various roles within the financial services industry. Currently serving as a Financial Advisor at WEALTH at work since October 2023, Michael previously held significant positions at Brewin Dolphin as a Financial Planner and Team Leader, and at Prudential Financial Planning as a Financial Adviser. Earlier career stages included specialized roles at Standard Life as a Paraplanner and Sales Consultant, as well as a decade at Scottish Widows, where responsibilities encompassed managing IFA accounts and corporate pensions. Michael's academic background includes an HNC in Business Studies from Liverpool Polytechnic, complemented by A Levels and O Levels from De La Salle, Liverpool.

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