Gareth Simon - Director at Ward Goodman

Area of Work

Financial Services

Offices

Gareth Simon

Director

Following his degree in Taxation & Financial Law, Gareth spent a number of years with a large Independent Financial Adviser (IFA) company, before joining Ward Goodman in 2003 to help develop the Financial Services offering.

Gareth is responsible for some of the firm’s key business relationships, which include the highly successful joint ventures with local law firms. Many of his clients have been referred to him, which is testament to the high level of service he provides and the trust he has built up with them.

His specialist areas include financial planning for high net worth individuals, Inheritance Tax Planning and running joint venture financial services firms.

Gareth also sits on the Ward Goodman investment committee, which develops and reviews the firm’s over-arching investment strategy for clients.

Outside of work Gareth enjoys spending time with his wife and two young daughters as well as visiting his homeland of Wales to watch rugby at the magnificent Millennium stadium!

Qualifications:

  • BA Hons, DipPFS

PA Contact details:

Testimonials:

Thanks for todays meeting. Although it was fun, there is the serious side of having this fantastic ‘old chapter’ because of your ability and professionalism. I know I have said thanks before, but now I have stopped work it is for real! I can see it is an exciting intellectual challenge to produce a first rate portfolio, but the other side is that behind ever pension there is a pensioner. Our lives as pensioners is transformed by your talent, and the fact that we do have fun most of the time is entirely underpinned by the portfolio you have developed. The other key thing is confidence – we are confident about a future because we feel financially safe. So, when you have bad days remember what a difference you have made to us. Thanks Gareth – Mr J Andrewes

Area of Work

Financial Services

Offices

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