With a wealth of experience in investments, tax efficient strategies and pensions; Simon’s role is to develop and manage relationships with intermediaries across his respective area.
Simon is a Chartered Member of the CISI, is DipPFS qualified and has worked, as a stockbroker or financial adviser, for various financial services organisations including St James’s Place, Edward Jones and Siddall’s.
We are delighted that, as Deepbridge’s representative, Simon has been recognised on this list and will continue to work on developing our relationships with not just Financial Advisers, within Bristol and the South East, but also with companies seeking investment.
Our Deepbridge Technology Growth EIS and Deepbridge Life Sciences EIS propositions remain open for investment in the 2017/18 tax year.
You can also read the full article from Business Leaders here.