Simon is a consultant at MHA Carpenter Box Wealth Management, our separate FCA regulated independent financial advisory business. He has over 17 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 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 much of his spare time developing his skill. He has also taken up motorcycling after a long break, and currently cruises around on a BMW with an engine the size of a small apartment block!