Simon is a Consultant at MHA Carpenter Box Wealth Management, our separate FCA regulated independent financial advisory business. He has 25 years’ experience within the financial services sector and during his career has worked within two top 10 accountancy practices.
Whilst Simon advises clients in respect of all areas of financial planning, he primarily focuses on the provision of investment, retirement and tax planning advice to individuals wishing to mitigate income, capital gains and inheritance taxes.
Outside the office
Simon is a keen photographer and spends time when possible developing his skills. He is also a determined DIY enthusiast and is currently working on what seem like never ending projects at home and in his garden!