Our People
Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. For further contact details please see our "Contact Us" page.
Simon Stannard, Director and Chartered Financial Planner
Tel. 0118 9654155
Mobile. 07929 030676
Email. simon.stannardfinancialplanninghub.co.uk
Mobile. 07929 030676
Email. simon.stannardfinancialplanninghub.co.uk
I provide a holistic service and so, I consider my clients' overall financial position and help them to prioritise their needs and objectives.
The key elements of my role are to understand my clients’ current situation, objectives and risk tolerance. I then tailor recommendations to help achieve the best possible outcome for the client.
Once the initial recommendations are implemented I’m then very proactive in arranging regular client reviews and ensuring that as many annual tax allowances are utilised as possible
The key elements of my role are to understand my clients’ current situation, objectives and risk tolerance. I then tailor recommendations to help achieve the best possible outcome for the client.
Once the initial recommendations are implemented I’m then very proactive in arranging regular client reviews and ensuring that as many annual tax allowances are utilised as possible