Simon Howard

Role: Financial Planner
Dept: Napthens Wealth Management
Location: Southport
Direct Dial: 0345 0702835
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Summary

Simon is a Financial Planner with Napthens Wealth Management team and is based at our Southport office.  As a financial adviser Simon helps his clients achieve their goals and objectives by enabling them to achieve financial peace of mind.

Specialisms

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.

Background

Simon became part of the Napthens Wealth Management team in May 2016.  He joined Ludlow Wealth Management in May 2007 having graduated from Warwick University with a BSc (Hons) in Accounting and Finance.  Having started his career as a planning assistant, he has been advising clients since 2012.

Memberships and Awards

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.

More about Simon Howard

Describe yourself in 3 words:
Trustworthy.  Personable.  Empathetic

How do you relax out of work?
I am a keen sportsman and a member of Southport & Birkdale Tennis Club where I play 1st division tennis. I also play golf and enjoy running, and will be taking part in a marathon in 2017.

What aspect of your job do you find most rewarding?
Knowing that I have been able to add value and help people to achieve their lifetime goals

What is your proudest achievement?
I recently completed the Liverpool Half Marathon on behalf of Pancreatic Cancer