About Us

What you might like to know about us

To a large extent, you determine the degree to which we’re involved in your life and financial affairs. We’re not however, in the business of quick fixes.

simonbnEach and every financial plan we prepare for our clients is founded on a true understanding of their needs – developing a strong relationship and communicating clearly are key to this process.

We accept that some people are apprehensive about talking to a financial adviser: an understandable viewpoint given some mistakes of the past. But times and approaches to financial planning have changed — and most certainly for the better. For example:

All Independent Financial Advisers must be authorised and regulated by the Financial Conduct Authority, as we are. Click here to find us on the FCA Register.

Every adviser must study and attain appropriate professional qualifications: Simon Ben-Nathan holds the Diploma in Financial Planning (DipCII) and the Certificate in Financial Planning (Cert CII).

Advisers no longer receive commission payments from product providers — remuneration for our advice is in the form of fees. We have a range of fee options available and these are disclosed and agreed prior to any work commencing.

Simon Ben-Nathan, our company director and financial planner, has been advising individuals and business owners for nearly 20 years. Simon believes that true financial planning should help clients attach real meaning to their money (“money is a means to an end, not an end in itself”). He believes the process of getting to know and truly understand his clients’ lives and aspirations is the key element in the design and maintenance of a successful financial plan.

Simon lives in Southfields (SW18) with his wife Andrea and their over-excitable cocker spaniel, Elsie.

Testimonials

Simon is a good listener and outlined options in a clear and concise manner…my requirements were his number one priority. Mark Hayman, South West London
Simon invested time to understand my needs and worries…the advice was enlightening and easy to understand. Meg Loxton, Kent
Simon is friendly, professional and has excellent technical knowledge. BB, Central London
Our investments and pension funds were in no-man’s land…Simon developed a coherent plan and implemented this in a cost-effective manner. Malcolm Cohen, North London
Simon combines great personal skills with efficiency and care. He is a very safe pair of hands. Arnie Isaacson, South West London
Having known Simon for the last 7 years, I’ve always been happy with his advice and the swiftness with which he provides responses. All my plans appear to be on track, I’m receiving a good income and my investments have performed pretty well. I can’t recommend Simon highly enough.. Jennifer Fletcher, Central London
Simon possesses all the skills and knowledge necessary to give sound advice and demonstrates a great ability to empathise with his clients, and make them feel at ease. Tracy Benjamin, Hertfordshire
I really don’t believe there is anything more Simon could have done to improve his service. He is very personable and extremely competent, I would have no trouble in recommending him to my friends and family. Suzanne Esquerdeiro, Surrey
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