INDEPENDENT FINANCIAL ADVISOR

Simon Kirkpatrick

Profile

Simon joined Prosperity IFA in the spring of 2020 and the financial services industry advising clients 33 years before that. Initially as a tied agent he has been working in East Sussex and the surrounding area as an independent adviser for the past 14 years. Authorised to advise on investments, pensions, Inheritance Tax Planning and Life Insurance he prides himself in keeping everything as simple to understand for his clients as possible. Simon avoids using ‘jargon’ when he can and endeavours to build rapport and trust with his clients for the longer term, helping and advising them on their individual financial paths through life. 

PIC

Qualifications:

DipPFS – Diploma in Financial Services Chartered Insurance Institute.