Telephone+44 (0)1903 222 296
Crescent House, Crescent Road,
Worthing, West Sussex BN11 1RN
(Use BN11 1RL for Sat-Nav )
T: +44 (0)1903 231545
Simon is a senior member of our Financial Planning team, supporting a number of clients in the UK. He has significant expertise in investment portfolio management, Inheritance Tax mitigation, personal tax and trust planning and pension fund management. He also works closely with non-UK domiciled assets and individuals and expats returning to the UK.
With more than 35 years’ experience, Simon joined The Fry Group in 2002, after working for a number of major financial institutions including HSBC and Lloyds Bank.
Simon read Law at the University of Sussex and is a Fellow of the Personal Finance Society, holding both Chartered and Certified status.
Outside of work
Simon is a lover of most sports, which he actively took part in during his younger years, and now still enjoys at a far slower pace. In his spare time he supports Brighton and Hove Albion, and also spends time cooking and gardening.