Simon Michael Chartered Financial Planner
Managing Director @Mardon Financial Advisers Ltd - Chartered Financial Planners
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WORK HISTORY
Managing Director @Mardon Financial Advisers Ltd - Chartered Financial Planners
Shrewsbury, GB
Incorporated in 1987 operating as Independent financial advisers (IFA) until 2011 when we choose to work with St. James\'s Place as a Senior Partner Practice.
EDUCATION
Lowestoft Maritime College
Master
SKILLS
ABOUT SIMON MICHAEL CHARTERED FINANCIAL PLANNER
It is a commonality amongst high-net-worth business owners and executives to assume that the provisions they have will produce what they need when they need it and that they have taken advantage of every option possible to maximise their position. From experience we find that few have. Please, ask yourself this one question: Do I have a written vision of my long-term future wealth? For centuries financial and estate planning have been the traditional two element approach for most families wishing to secure their wealth and yet the vast majority of this has been lost by the end of the third generation. Whilst these approaches deal with financial wealth, they fail to encompass the personal legacy of an individual. To provide the third element and offer a unique wealth management experience we engage with the Hereditas legacy planning process, the first and only one of its kind. This process provides a clear strategy for anyone wishing not only to leave a financial inheritance but also a meaningful and lasting legacy for generations to come. Financial Planning: Preserving wealth for this generation. Estate Planning: Transferring the greatest amount of financial assets with the smallest amount of tax liability to your beneficiaries. Having created your wealth and protected your financial assets, the next step is to prepare your beneficiaries to receive their real inheritance and in doing so to create a meaningful and lasting legacy. Legacy Planning: Your Hereditas journey starts with a clear and powerful vision for the long-term future of your wealth. This vision will provide meaning to your legacy and will help shape other people\'s actions and decisions. I work collaboratively with you and your other trusted professionals in Preserving, Protecting and Preparing your Wealth for you and your Generations to come while still maintaining your financial independence.For a no-obligation consultation please email: s••••••••@sjpp.co.uk Taxation rules can change at any time and are dependent on individual circumstancesThe Partner/Partner Practice is an Appointed Representative of and represents only St. James\'s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The \'St. James\'s Place Partnership\' and the titles \'Partner\' and \'Partner Practice\' are marketing terms used to describe St. James\'s Place representativesSJP approved 21/04/2023
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