Simon Kelly FPFS

Simon Kelly FPFS

Private Client Director

Who do I work with?

Focussing on holistic advice to high net worth individuals to help you and your family reach lifetime goals; encouraging engagement and implementing sound achievable financial plans that best make use of the tax and investment avenues available to you. It all starts with you and what do you want?

About me?

After Physics with Space Science at Uni I joined a pension company. They gave me a project that turned into a department and a team of 6 to run and were really supportive. Then I passed the financial advisor exams and moved to London with my wife to start as an Advisor in 2000. That new company encouraged me for 6 great years and I realised how lucky I was to get 2 brilliant bosses on the run.

And then a third fabulous boss when I joined HFMC Wealth back in 2006; despite telling my recruitment consultant I did not want to work out of central London he insisted it was the best opportunity available and he was right. I soon took on my own team and then became a partner and have never looked back. Thank goodness I went for that lunch interview in Weybridge with Jeremy Hoyland all those years ago.

I hope I have learned from the great bosses I had to be a great boss to my own team; I can’t do what I’m good at if they aren’t doing what they are good at.

Beyond work I spend much of my time with my son, playing board games and realising he can now code way better than I can! He is trying to get me to join his fencing club so maybe I will have to update this Bio in the near future. I adore cooking and experimenting with new recipes which my wife loves but complains about the extra gym visits needed. Just don’t ask her about my bread, I’m working on it. People often say ‘I like reading’ but books are a passion not a hobby (real ones that is, not digital ones!); I always seem to buy them quicker than I can read them. And for my sins I love American Football having played at University…my team is one that continuously loses.

Other qualifications

• Investment Management Certificate
• Fellow of Personal Finance Society (FPFS)

Contact Info

Location Home Counties, London, International
Specialisms Holistic Wealth Planning, International, Business Owners
Qualifications Chartered Financial Planner (RQF Level 6), Pension Transfer Specialist, Long Term Care (CF8)
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