Simon BattleFinancial Adviser

I have worked in financial services for over 15 years for several large financial institutions, and have a wealth of experience in advising private clients. I understand the importance of taking the time to fully understand a client’s position, before providing personalized solutions to improve their financial lives. Outside of work, I am a married father of two, who enjoys movies, sport and reading.

How does Simon add value?

Our clients tell us that Simon adds value to them by:

Utilising Existing Provisions

Utilising their existing provisions (e.g. savings, company benefits, current plans) first before considering starting a new plan.

Increasing Tax Efficiency

Placing their assets in the right name, ownership and tax wrapper so that they legally and ethically ensure they do not pay too much tax.

Reviewing Risk Levels

Reassuring them that they are not unnecessarily taking too much risk with their current assets to achieve their goals.

Getting Money Back

Placing their assets in the right name, ownership and tax wrapper so that they legally and ethically ensure they do not pay too much tax.

Maintaining Goals

Reassuring them that they are not unnecessarily taking too much risk with their current assets to achieve their goals.

Analysing Personal Changes

Placing their assets in the right name, ownership and tax wrapper so that they legally and ethically ensure they do not pay too much tax.

Get In TouchCall 01489 559 333 or fill in the form below. Our Office address is: 39 Locks Heath Centre, Southampton, SO31 6DX