Simon Stannard Chartered Financial Planner

Director and Chartered Financial Planner @Financial Planning Hub

Reading, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Apr 2016 — Present

Director and Chartered Financial Planner @Financial Planning Hub

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Reading, GB

Having gained some fantastic experience over the past 11 years of providing financial advice for clients while working with other firms, I took the decision to launch my own practice to gain more control.I listen to what my clients and/or their business want to achieve with their money and how protected they want their family to be if anything happens to them or their job and build a plan to meet these objectives.The big difference between myself and some advisers is that I provide an on-going service - I don\'t just take a whacking load of commission and then never see you again!I\'ve chosen to work under the umbrella of a national network of advisers called Openwork. They take care of all my compliance requirements, provide technical support and do all the due diligence on the companies and funds that I recommend. This leaves me to get on with the part of my job I enjoy - helping clients.

EDUCATION

N/A

Personal Finance Society

Chartered Financial Planner

1994 — 1996

BCoT

National Diploma in Business & Finance (Btec)

SKILLS

Fixed AnnuitiesWealth ManagementPersonal PensionsMoneyFinancial AdvisoryFinancial PlanningLife InsuranceFinanceHigh Net Worth IndividualsWealth Management ServicesFinancial PlannersPension FundsIncome ProtectionInheritance Tax PlanningWealthProtection Planning/Family SecurityMulti-Generational PlanningRetirementStrategic Financial PlanningAnnuity SalesInvestment StrategiesInsuranceIhtIntergenerational Wealth TransferHolistic Financial PlanningRetirement PlanningAsset AllocationSavingsTrustsCritical IllnessMulti-Generational Wealth TransferVariable AnnuitiesPensionsSippInvestment AdvisoryProtectionFinancial ServicesInvestments

ABOUT SIMON STANNARD CHARTERED FINANCIAL PLANNER

I have worked in Financial Services since leaving college in 1994, firstly at Nationwide,…

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Simon Stannard Chartered Financial Planner — Director and Chartered Financial Planner at Financial Planning Hub in Reading, GB | Unifers