Simon Howard
Financial PlannerSimon Howard is a financial planner within the wealth management team.
Simon is a Financial Planner with Napthens Wealth Management team and is based at our Southport office.
Simon achieved Distinction in the STEP Certificate for Financial Services – Trusts & Estate Planning in September 2015. He is a member of the Chartered Insurance Institute where he achieved Chartered Financial Planning Status in October 2014.
Napthens Wealth Management Ltd is an appointed representative of Ludlow Wealth Management Group Limited which is authorised and regulated by the Financial Conduct Authority.
Experience
Simon enjoys working with a variety of clients including business owners, trustees, accumulators and those in retirement to deliver a financial plan which allows them to achieve their short, medium and long term aspirations.
Simon became part of the Napthens Wealth Management team in May 2016. He joined Ludlow Wealth management in May 2007 having graduated with a BSc (Hons) in Accounting and Finance. Having started his career as a planning assistant, he has been advising clients since 2012.
Affiliations
- Member of the Chartered Insurance Institute
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