Simone Roberts - Financial Planner at Ward Goodman

Area of Work

Private Client

Offices

Simone Roberts

Financial Planner

A friendly face with over 10 years in financial services, Simone is able to offer independent, impartial financial advice as part of our fully integrated accountancy and financial planning.

Outside of work, you might meet Simone when she is out on one of her long walks with her dog, or dining out at new places.

Qualifications:

  • Diploma in Regulated Financial Services and Certificate in Mortgage Advice

Area of Work

Private Client

Offices

Book a Meeting

If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.




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