Simon is a former IFA turned product marketer with extensive experience in banking, consumer finance and wealth management gained with Abbey National, Santander, Alliance & Leicester, Standard Bank and Ikano Bank’. He holds an Executive MBA with a focus on strategic sustainability, is a Director at Notts & Lincs Credit Union, and is an elected Councillor in Derbyshire Dales. He is passionate about propositions that deliver good outcomes for people and the planet alongside profit.
Recent Posts
- Transforming retirement planning for younger investorsSeptember 6, 2024
- How digital innovation and sustainability are shaping wealth managementAugust 15, 2024
- The rise of generative AI assistants in WealthTechJuly 31, 2024
- Transforming retirement planning for younger investors
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