Simon Bennie
Independent Financial Advisor Managing Director @Chiltern Financial Services
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WORK HISTORY
Independent Financial Advisor Managing Director @Chiltern Financial Services
Luton, GB
A small Wealth Management services company, providing bespoke financial and investment solutions to a private client base. The company is directly authorised by the Financial Conduct Authority (FCA), clients can be assured their requirements will be assessed and the best solution provided.The advice and management service offered is \'Fully Independent\' provided by an experienced and Chartered level qualified financial advisor.The majority of my work is centred around Pensions advice and Investments, such as Unit Trusts; ISA\'s; Bonds and Offshore Investments.
EDUCATION
The London Institute of Banking & Finance
Level 6 Diploma in Financial Advice
The London Institute of Banking & Finance
Diploma for Financial Advisers
Staffordshire University
BSc (honours) Degree in Electronics & Computer Design
Luton Sixth Form College
Diploma in Electronics/ Computer Design & Advanced Physics
Challney High School for Boys
Physics Mathematics Sociology
IEE, London
Diploma in Business Administration
SKILLS
ABOUT SIMON BENNIE
I work with small business owners and high net worth individuals to build a financial plan for today and the future. Every person is unique and my speciality is to assemble tax efficient portfolios with regular reviews for your changing situations. I am a Chartered IFA which sets me apart from many other advisors. The advice is fully independent with decades of experience. I specialise in pensions and investments for future planning taking into account your short, medium and long term ambitions. Chiltern is authorised by the Financial Conduct Authority (FCA) so you can be assured your requirements will be assessed and the best solution provided.
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