Simon Hicks

WORK HISTORY

EDUCATION

ABOUT SIMON HICKS

After graduating with a 2.1 BA Hons Accountancy Degree I started my finance career at Hargreaves Lansdown, gaining significant pensions and investments experience. Later at Friends Life I developed additional understanding in tax, trusts and protection whilst studying for a Diploma in Financial Planning. However, the more I learnt the more I wanted to utilise my knowledge to help others. I wanted a career that enabled me to interact with people daily, was technically challenging and more rewarding, so I decided to become a financial adviser. In 2016 I chose to become part of Unividual, a family-run, innovative financial planning firm based at Hartham Park. I was enrolled on to a two-year intense training programme called Unicademy, Unividual’s in-house Chartered Financial Planner academy. I chose Unividual because I wanted to be the best financial adviser I could and Unividual offer the industry leading on-the-job training delivered by knowledgeable and experienced Chartered Financial Planners. Further to this it was apparent from the offset that Unividual is genuinely focused on client outcomes, service and looking after their staff, things of paramount importance to me.Now with over 12 years’ experience in the financial services industry I am a Chartered Financial Planner and Fellow of the Personal Finance Society. I am doing what I love every day, sharing my passion and knowledge of financial planning and advice. No day is the same and all clients are unique individuals with a different story to tell and a different path they want to follow. I have a range of different people who approach me for advice, some might just want a mortgage to start with and others are ready for me to give their finances “a complete overhaul”. Whether you are saving for a house, want to start retirement planning, are keen to protect your family or business, or want to invest, I can create innovative, bespoke financial plans in all the areas of financial planning.